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Provider Payment Transfers - QB Sync Users ONLY

Overview If a payment is recorded on the wrong provider, you need to deduct from the provider who was paid in error and make sure the proper provider gets credit for that payment.   Detailed Steps 1. On the doctor who was paid in error or overpaid... Read More

What to do if Worldpay/Rectangle Payment is posted to Wrong Doctor, Patient, or Location

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... Read More