How do I view/add/edit/delete billing transactions?

1. On the left navigation, click on "Charts"  and pick which patient/client's chart you wish to see.

2. Once you're in the patient/client's chart, click on "Billing" in the top menu. Then, click on "All Transactions" in the drop-down menu. 

To add a billing transaction:

1. Click "Add transaction" under "I want to.." dropdown.

To edit a billing transaction: 

1. Click on "Edit" (in the dropdown to the right of the transaction you want to change).

2. After you click "Add transaction", this is what you'll see: 

3. After you click "Edit", this is what you'll see: 

If adding or editing a billing transaction, select from the codes you have created.  (If you haven't done this already,  learn how to do this here.)

To delete a billing transaction: 

1. Click on the "Delete"(in the dropdown to the right of the transaction you want to delete). 

2. After you click delete, now select the "Yes, Delete". 

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