Deleting credit adjustments

You can delete a credit adjustment that has been posted to a patient's ledger.

To delete a credit adjustment

1. How to get there

   1. If the correct patient is not already selected, use the Patient Search box to access the patient's record.

      Note: You can include inactive patients in the search results by setting the Include inactive patients switch to On.

   2. Do one of the following:

      • On the Patient menu, under General, click (or tap) Overview. The patient's Overview page opens. Click (or tap) the Ledger box.

        

      • On the Patient menu, under Financial, click (or tap) Ledger.

      The patient's Ledger page opens.

   On a patient's Ledger page, click (or tap) Credit Adjustment.

   

   The Edit Credit (-) Adjustment dialog box appears.

   

2. Click (or tap) Delete.

   The Delete Credit Adjustment dialog box appears.

   

3. In the box provided, enter the reason why you are deleting the credit adjustment.

   Note: A reason is required only if a certain ledger option is enabled.

4. Click (or tap) Delete.