What is the first step to resolving an NSF payment?

• A. Locate the visit containing the payment in Tx Inquiry
• B. Cancel the payment in the system
• C. Create a new NSF record
• D. Contact the customer

Answer: (A)

The first step in resolving an NSF payment is to locate the visit containing the payment in Tx Inquiry. Finding the exact visit tied to the payment lets you see the precise patient, date, and invoice involved, so you review the correct records and understand exactly what happened. This verification is essential before making any changes, because it ensures that any subsequent action—such as canceling the payment, creating an NSF record, or contacting the patient—is applied to the correct transaction. Without identifying the correct visit and payment, you risk applying fixes to the wrong item and creating more confusion. Once you’ve located the payment, you can determine the appropriate next step with confidence.