Navigation:  Billing Module > Admin Features

The Admin mode allows you to edit nearly ALL transactions on a patient ledger. This is useful if a mistake was made (for instance the wrong patient was credited with making a payment). Only limited staff should have access to the Admin module.

 

Note the red bar which indicates when you are in Admin mode. Always sign out completely when done.

 

 

To begin, find and double-click on the patient name you wish to edit. The Transactions Edit screen will appear.

 

 

Indicate which transactions to delete or change the Transaction Type/Date/Amount. See the section on Editing Transactions for the options available.