Edit or remove payments collected from patients

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To edit payments collected from patients, follow the steps below:

  1. Click ‘Patients‘ on the left menu
  2. Locate the patient whose payments are to be updated
  3. Click on the Patient’s name
  4. You are now taken to Billing screen for the patient
  5. Go to the Payments Collected section
  6. The screen shows a list of all the payments collected, ordered by date
  7. Click on the edit icon for the payment record you wish to update, change required values and click ‘Update’

To remove services provided to patients, follow the steps below:

  1. Click ‘Patients‘ on the left menu
  2. Locate the patient whose payments are to be removed
  3. Click on the Patient’s name
  4. You are now taken to Billing screen for the patient
  5. Go to the Payments Collected section
  6. The screen shows a list of all the payments collected, ordered by date
  7. Click on the remove icon for the payment record you wish to remove
  8. On the confirmation dialog, provide a reason for deleting the record and click ‘Delete Payment’
The delete reason is kept on record for audit purposes. An audit log of deleted items can be seen by the clinic owner
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