# Update Payment Status

Staff use these steps to update the status from **Pending** to **Cleared** once a payment is successfully verified and matched with the bank deposit records.

***

### Steps to update the Payment status

* Open the **Banking Process (Home > Account > Banking Process)** screen. Select the **Date Range** using the date-pickers. Click the **SEARCH** button to filter the search result.

  <figure><img src="/files/ph1LMa1FpbcxF0o11hbg" alt=""><figcaption></figcaption></figure>
* Choose the respective patient and select the checkbox in the **Remarks** column. Upon selection, the fields under **Deposit Bank, Payment Cleared Date,** and **Payment Status** will be enabled.

  <figure><img src="/files/D246OX9I2FMaj1o8nrDU" alt=""><figcaption></figcaption></figure>
* Select the Bank Name in the **Deposit Bank** column. Select the Date in the **Payment Cleared Date** column. Update the status from **Pending** to **Cleared** in the **Payment Status** column. When the **Cleared** status is selected, the field under **Collection Amount** will be enabled and auto-populated. If necessary, update the amount.

  <figure><img src="/files/ujuCoNN0Fkj99NvljhFT" alt=""><figcaption></figcaption></figure>
* To view the updated status, change the status from **Pending** to **Cleared** in the Filter Section.

  <figure><img src="/files/I0K6khKIUGGwmy87MKZl" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
Similarly, follow the same steps to reverse the status from **Cleared** to **Pending**.
{% endhint %}


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://unitecare.gitbook.io/uniteemr/application-modules/banking-process/update-payment-status.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.