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How to Edit the Received and Applied Dates for Patient Payments

  1. Billing
  2. How to Edit the Received and Applied Dates for Patient Payments

    3. 3 min read
    Balance Plan Practice Plan Thrive Plan
Staff Access Level: Full Access and Above
Jane Plan: All plans
Geography: 🌐 All geographies

In Jane, there are two types of payment dates you can edit: the Received At date (when the payment was received) and the Applied Date (when the payment was applied to an invoice). Each date affects different reports, so it’s worth knowing which one you need before you start.

Here’s how each date maps to Jane’s reports:

📣 Heads up: Editing the Applied Date will change the values in your past reports. If any affected pay periods or months have already been reconciled, let your bookkeeper know before making changes.

Instructions

Edit a Patient Payment Received Date

  1. Go to the Patient’s Profile > Billing > Purchases tab.
  2. Click the blue patient invoice link or View to open the invoice.
  3. Scroll to either the Payments or Payment History section and click the blue payment link.
  4. Click the Edit button to the right of the trash can icon.
  5. Update the Received At date field.
  6. Click Save.

📣 Heads up: If the payment was made through Jane Payments, the Received At date cannot be edited. The date is locked to match the actual charge date on the patient’s bank statement.

Edit a Patient Payment Applied Date

  1. Go to the Patient’s Profile > Billing > Payments tab.
  2. Click View on the relevant payment.
  3. Clic on the pencil icon next to the unapply button
  4. Update the Applied Date field > Save
  5. In the confirmation prompt, click Yes, Change the Date.

What to Expect

After editing the Received At date, the updated date appears in the Transaction Report the next time it’s run for that date range.

After editing the Applied Date, the updated date appears in the Compensation Report. Any previously generated Compensation Reports that include the original date will reflect different values if run again.

Important Notes

  • If a pay period or month has already been reconciled, notify your bookkeeper before making changes.
  • Only staff with Full Access and above can edit payment dates.
  • If a patient payment was processed through Jane Payments, the Received At date is locked and cannot be edited.