How To Reverse an Auto Retro in Pointelickcare

Are you having trouble reversing an auto retro in Pointelickcare? Don’t worry; it’s not as difficult as it may seem. With a few simple steps and some knowledge of the system, you can quickly reverse any auto-retro applied to your account.

In this article, we will walk you through the process so you can quickly get back on track with your finances.

How To Reverse an Auto Retro in Pointelickcare

1. Log in to Pointelickcare using your username and password.

2. Navigate to the Payments screen and select the ‘Adjustments‘ tab under ‘Payments.’

3. Select the auto retro you wish to reverse from the list of adjustments available, then click on it.

4. Review all details of this adjustment, such as dates, reason codes, and amounts, before reversing it. Ensure that all details are correct before proceeding further.

5. Click ‘Reverse Adjustment‘ to reverse the retro auto change from your account balance.

6. Confirm that the retro auto reversal was successful by viewing your current account balance under the payments tab.

Your retro auto reversal is now complete! You can now rest easy knowing that the change has been reversed and your account balance is accurate.

Tips

  • Double-check all details associated with the auto retro before reversing it.
  • Ensure you have thoroughly reviewed the Pointelickcare Session Guide for Payments and Adjustments before attempting this step.

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