Modifying a Transaction

If a patient requests an adjustment to their services that results in a partial refund, you can update the transaction amount directly in the Provider Portal.

How to Modify a Transaction

1. Locate the Transaction: Search using the patient’s information or the Transaction ID.

2. Select Modify: Click the Pen icon or the "Modify Transaction" button.

3. Enter New Amount: Type in the updated total for the transaction.

   • Note: You can also select "Cancel Transaction" if a full refund is required.

Missing These Options?

If the modify or cancel options are not visible, please contact an Administrator at your practice to check your user permissions.