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Admin Features

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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.

 

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

 

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