1. Access Patient Payments
![](http://dyzz9obi78pm5.cloudfront.net/app/image/id/62852ed31bcf6b5f355a8850/n/1652895443671.png)
2. Navigate to the Updox Payments Dashboard by clicking “Dashboard” on the navigation bar at the top of the screen
![](http://dyzz9obi78pm5.cloudfront.net/app/image/id/62852ed370b8e32cda50a7d8/n/1652895443441.png)
3. The Updox Payments Dashboard is an overview of all payment requests (and their statuses) past and present.
![](http://dyzz9obi78pm5.cloudfront.net/app/image/id/62852ed428a8517b4e550c11/n/1652895443794.png)
![](http://dyzz9obi78pm5.cloudfront.net/app/image/id/62852ed3bad19d544709e0d9/n/1652895443825.png)
5. Click on any transaction to expand the view for more details.
![](http://dyzz9obi78pm5.cloudfront.net/app/image/id/62852ed4ba2cd038373a69d6/n/1652895443873.png)
![](http://dyzz9obi78pm5.cloudfront.net/app/image/id/62852ed4e9a9ea049963af48/n/1652895443918.png)
7. Click on the ellipsis on the right to take action on an item. Note: If your nightly reconciliation batch has not run, you will void a transaction. If it has run, you will refund the transaction. Though this image shows both options, Updox will automatically determine the best path.
![](http://dyzz9obi78pm5.cloudfront.net/app/image/id/62852ed4026d8b5c3b53fdc9/n/1652895443971.png)
9. Statuses tell the status of the items. Requested – an item that has been requested but has not been paid Cancelled – a request that has been canceled by the practice Paid – a paid item Partially Paid – the patient paid less than the amount requested Refund – a refunded item Void – a voided item.
![](http://dyzz9obi78pm5.cloudfront.net/app/image/id/62852ed371b0340dcc719a22/n/1652895443561.png)
10. Taking actions on items will open a window, asking you to confirm the action. Once confirmation is made, the action will be taken and the item’s status will change.
![](http://dyzz9obi78pm5.cloudfront.net/app/image/id/62852ed3876fc30f323d168f/n/1652895443623.png)