How to edit insurance payment for attached check?

[khdilger]

I have a large EOB with multiple patients. One payment total for one patient was not entered correctly and the payment has been finalized. How do I change the payment for that patient without losing all the payment information for the other patients?

[JasonL]

Receiving insurance payments in Open Dental is a two-step process - the first being that you create the insurance payment (which is done for each patient on an EOB) and when this step is completed you'll finalize the payment. If you need to correct an insurance payment you will have to first delete the insurance check. This will allow you to make any necessary corrections to insurance payments. Then you can recreate the insurance check and select all of the applicable patients that you would like to be grouped into this check. Unfortunately there isn't a faster way around this. As a side note - if you're using the deposit feature you will need to delete the deposit before you can delete the insurance check.