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This article explains how to clear out an erroneous or duplicate payment in Elation Billing.

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Overview

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Why Can’t I Delete a Payment?

At this time, deleting a payment is not a feature provided in Elation Billing. This functionality may be added in the future. In the meantime, you can clear out an erroneous payment by following the workflow below.

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Workflow Instructions

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Clearing Out a Payment

  1. Remove All Superbills - If there are any Superbills on the Payment, delete them by clicking the trashcan icon. On the Payment, in the Superbill's info ribbon, click the Trashcan to the left of the Detail button
  2. Edit the Payment - Make the following changes:
    • Set the Payment amount to $0
    • Change the check number to DUPLICATE
    • Click Save
    In the Payment Info ribbon, click the Edit button

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Can’t Edit the Payment?

If your Elation EHR + Billing practice has the Patient Payment Workflow Update active, you may find you cannot edit the Payment Amount. In that case, refer to the guide on Activating Legacy Payment Workflow.