Everyone makes mistakes. If you have mistakenly marked off an item on
your outstanding insurance list, don't worry. This document details how
to undo the error.
1. Select "View/Edit Ledgers" on the PATIENTS menu in OM.
2. Press <F2> and select the desired patient from the list.
3. Move the highlight bar to the transaction that you want to "unpay"
and press <F10> to display the transaction.
4. Hold down the <Ctrl> key and press <P>.
5. You should now be looking at a window with all bill/pay records for
this transaction. The first column is the insurance carrier code,
the second is the policy priority (1=primary), the third is the date
the item was last billed to this carrier, and the last column is the
date the item was marked as paid by this carrier. To make the item
reappear in your outstanding list, all you have to do is to blank out
the paid date. Highlight the entry you want to change and press
<F10>.
6. Move the cursor to the "Date Paid" field and press the space bar to
blank it.
7. Finally, press <F10> to save your change. The Billed/Paid Dates list
will re-display.
8. You can now just press <F9> several times to return to the main OM
menu.
