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Delete a Scanned Document
Delete a Scanned Document: From the Patient Dashboard, select Patient Documents. Select the line containing the document to highlight it. Select the Delete button. Add a Reason for deleting. Select the Delete button. Select the Delete button on the ...
Modify/Delete a Guarantor
Update an Existing Guarantor On the Patient Dashboard, click the Guarantor's Name Click Edit. Make modifications. Click Save (F2). If the default Guarantor's address was changed, you will be prompted with the option to change the patients' addresses ...
Delete an ERA Receipt and Repost
If an ERA Receipt did not post correctly, the Receipt can be deleted and reposted using the ERA Apply button or post manually using Post Expert on the ERA. Attach to the original Reference Batch. Delete an ERA Receipt On the ERA List screen, select ...
Add/Modify/Delete Transaction Codes
There are System delivered Transaction Codes for Payments, Adjustments, Write-Offs, Transfers, and Collections, but Custom Transaction Codes can be added by the User. (Permissions controlled) Add Custom Transaction Codes Mimic the setup of an ...
Delete or Modify a Receipt
Delete a Receipt Entered in Error Select the Receipt to be deleted. From the Receipt Dashboard, select the Delete button. Enter a Reason for deleting. Select the checkbox to confirm that this action cannot be undone. Select Submit. The Delete Button ...