PATIENT MANAGEMENT PROGRAM
Once the change is complete, click Accept Modified Record. If no changes are made click Cancel. A
message box will appear noting You’ve edited a transaction…. Type an explanation for the edit and add
your name or initials. Click OK. Changes will be recorded in the Account Edit Journal along with the
comment.
To Delete a Transaction click the item to be deleted. Click the Delete button. A pop up window will
appear asking if you would like to delete the payment as well. Answer Yes or No. Another window will
appear asking you to confirm the deletion. Click OK. A message box will appear noting You’ve deleted a
transaction…. Type an explanation for the deletion and add your name or initials. Click OK. Changes
will be recorded in the Account Edit Journal along with the