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 comment.
All PMP users in your office should be instructed to detail the reason for the edit or deletion
and note their name upon seeing the comment box.
Transfers
Transfer Credits / Balances between Patients
1. Start by getting into the file of the patient who has the credit. Go
to the Account Activity tab and press F10. Type TRAN into the
code field and select Transfer from the activity list. If you do not
have Transfer as a billing option, follow instructions below.
Press the Tab key to keep the billing amount at zero. Select
Amount under Payment Amount and type the total to transfer as
a negative amount, i.e. -100.00. Change the Payment Type to
Transfer. If you do not have Transfer as a payment option, follow
instructions below. Click Post.
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Posting Activity