How can I select a branch when creating or editing a transaction?

Here's how to select a branch when creating or editing a transaction on a patient's chart. This will allow you to filter transactions per branch. 

Selecting a branch when creating a new transaction

1. From the ''Shortcuts'' menu on the main dashboard, search for the patient by entering a name on the ''My Charts'' dropdown menu. Then, on the ''Go to...'' dropdown menu, select ''View Billing''.

2. Click on ''Add Transaction''. 

3. Click on the dropdown menu next to ''Branch'', and select the desired branch from the list. 

4. After entering all the transaction details, click on ''Add transaction''. 

Selecting a branch when editing an existing transaction

1. From the ''Shortcuts'' menu on the main dashboard, search for the patient by entering a name on the ''My Charts'' dropdown menu. Then, on the ''Go to...'' dropdown menu, select ''View Billing''.

2. Click on the arrow next to the transaction and select ''Edit''. 

3. Click on the dropdown menu next to ''Branch'', and select a different branch from the list. 

4. Click on ''Update''. 

That's it! If you have any questions, please contact us

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