If you enter an incorrect amount while establishing a patient budget plan, you can reset it from within the patient budget plan options. Note that if the patient budget plan is being terminated early and there is a remaining balance on the patient's budget plan, a code 48 in the amount of the remaining balance should be posted to the patient Transactions window in order to bring that balance back to the patient.
To reset a patient budget plan:
In the patient Transactions list window, select Patient Budget Plan from the Express bar. The Patient Budget Plan window is displayed.
Select Reset Budget Plan from Options menu.
Click Yes to confirm resetting the budget plan.
Close the patient budget plan window.
On the patient Transactions window, post code 40.xx for the “Balance to Bill” amount.
Additional Information:
Note the Balance to Bill and monthly payments. The Balance to Bill amount will become zero when you select Reset Budget Plan.