Deleting payment agreements

Once you set up a payment agreement, you cannot change it. You must delete it and create a new one.

To delete a payment agreement

1.   With a patient selected in the Ledger, click File, and then click Billing/Payment Agreement.

The Billing/Payment Agreement Information dialog box appears.

2.   Click Clear/New.

The following message appears.

3.   Click Yes to continue.

The payment agreement is cleared, and a copy is saved in Agreement Notes.

4.   Click OK.

The Billing/Payment Agreement Information dialog box closes. You can now create a new payment agreement.