Skilled Nursing Facilities

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Reversing Entries from Posted Batch

If you find an error in a batch after the batch is posted, you can reverse the entries from a posted batch. Use reverse on cash batches if you need to move payments from one resident to another, or from one payer to another payer for the same resident. For example, entries to the wrong resident or a wrong amount can be corrected by reversing the entries. For Ancillary batches, use reverse when the batch entries are made to the wrong resident. You can also use cash batch reversal to account for rejections on EFT batches.

Note

Adjustment batch types are only available after transition to enhanced billing. 

The reverse link on Ancillary batches is only available after transition to enhanced billing. 

Note

When you reverse a contact cash transaction, all residents in that transaction must be reversed. Individual resident entries appear in the window with the same entry number as that of the contact cash transaction. 

  1. Admin > Billing > Ancillary Charges, Adjustments or Cash Receipts.

  2. Select Posted Status.

  3. Click reverse.

  4. In the Batch Reversal, all batch transactions are listed. Clear the transactions you do not want to reverse and select the transactions you want to reverse.

  5. Click Reverse.

  7. Select Open Status.

  8. Print the reversal batch and verify that all entries included should be reversed.

Examples of transactions not available for reversal

  • If any transactions in the batch were reversed earlier, these are unavailable for reversal a second time. 

  • Cash transactions containing Trust Split can not be reversed. These transactions appear but can not be selected. 

  • In Ancillary batches, you can add comments to the transaction you reverse. You can enter up to 50 characters in the comments box. You can see the comment on the Transaction Report or Resident Ledger when you select Show Comments.