You can void completed treatment in a patient's clinical chart or ledger. You can void only completed procedures, not planned or existing treatment or conditions. Also, you cannot void a procedure that is attached to a claim. Voiding a procedure does not remove it from the clinical chart or the ledger. The option to void a procedure is not available if the procedure was posted on the current date or if the procedure is not locked according to a certain ledger option; you can delete the procedure in that case.
Tip: If necessary, in the ledger, you can post an offsetting credit adjustment for a voided procedure.
To void a procedure
How to get there
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Use the Patient Search field to access a patient's record.
Notes:
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If the last patient record you accessed since you last logged on is the correct patient's record, you do not need to re-enter the patient's name in the Patient Search field.
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You can include inactive patients in the search results by setting the Include inactive patients toggle to On.
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From the Patient menu, under Clinical, clicktap Progress Notes.
The patient's clinical record opens with the Progress Notes tab selected.
How to get there
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Use the Patient Search field to access a patient's record.
Notes:
-
If the last patient record you accessed since you last logged on is the correct patient's record, you do not need to re-enter the patient's name in the Patient Search field.
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You can include inactive patients in the search results by setting the Include inactive patients toggle to On.
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Complete one of the following:
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From the Patient menu, under Financial, clicktap Ledger.
The patient's Ledger page displays.
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Complete one of the following:
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Open the Progress Notes tab of a patient's clinical record.
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Open a patient's Ledger page.
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Select a completed procedure to display the View procedure window.
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ClickTap Void.
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When prompted with the Void Procedure window, enter the reason that you are voiding the procedure and clicktap Void.
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