What to do if TDO Payments/Worldpay/Rectangle Payment is posted to Wrong Doctor, Patient, or Location
Overview
When a transaction is posted to the wrong patient, doctor, or location follow these steps
Detailed Instructions
Note: If you are NOT using an integrated service, Worldpay/Vantiv/Mercury, or Rectangle simply void the transaction, backdate and repost.
Use the workstation that the pin pad is installed on.
Proper way to handle a payment posted to wrong doctor is:
1. Debit adjustment to wrong doctor for full amount of payment. Un-check the box for process credit card refund.
2. Receive Payment on correct doctor with box for payment services unchecked.
If you use the QB Sync, DO NOT follow the instructions above. See article 942 for instructions on how to proceed.
Proper way to handle a payment posted to wrong patient is:
1. Debit adjustment to wrong Patient's chart for the full amount of payment. Un-check the box for process credit card refund.
2. Receive Payment on correct Patient's chart with box for payment services unchecked.
Proper way to handle a payment posted to wrong Location is:
1. Debit adjustment to the wrong chart for full amount of payment. Un-check the box for process credit card refund.
2. Receive Payment and select the correct Location and make sure payment services unchecked.