How to modify account categories from patient to transaction?

When you update a patient’s account details, such as billing type or insurance, these changes are automatically applied to all their past, current, and future transactions. This ensures consistency and accuracy in the financial records across the patient’s account and transaction history. Note that patient account categories are copied to all transactions for the patient.

Steps to Follow:

Step 1: Login to the Application:

• Use your credentials to access the system.

Step 2: Navigate to the Specific Activity:

• Go to Update Account Categories From Patient To Transaction.

Step 3: Enter Patient Number:

• On the search screen, input the patient number you wish to update.

Step 4: Select the Patient:

• After entering the patient number, the system will display the corresponding details in the field.

Step 5: Click on Save Button:

• Once the patient details are confirmed, click the Save button to proceed.

Step 6: Confirm Update:

• An alert will appear asking, "Are you sure?" with OK and Cancel options:
  • Click OK to update the record. A pop-up message will confirm: "Patient account type copied to all transactions successfully."
  • Click Cancel to stop the process without making changes.

Step 7: Impact on Transactions:

• The updates will affect all transactions related to the patient and will be reflected in the patient transactions listing.