The patient's first name or surname of their bank account may contain brackets or other characters (e.g. asterisks) that should be removed.
To update the patient's first name or surname:
- In the Customer / Patient section on the invoice, click the patient's name in blue to go to their profile.
- Click the Funding tab.
- In the Bank Account section, click the Edit icon.
- Remove the bracket or character and check that the name is spelled correctly.
- Click Save and return to the invoice.
- Reprocess the claim.