Updating a patient’s account type ensures consistency between their profile information and transaction records, providing accurate and streamlined financial management. This process is useful when a patient’s financial or administrative category changes, ensuring the transaction listing reflects the updated account type. By ticking the "update acc. type in transaction" checkbox, the system automatically applies these changes to the transaction listing, reducing discrepancies and aligning patient information with financial records for better record management and review.
Steps to update account type and reflect changes in the transaction listing:
Step 1: Log in to the Application:
- Enter your credentials (username and password).
- Click Login to access the system.
Step 2: Navigate to the Patient Section:
- From the dashboard, go to Patient.
- Select Manage Patient.
Step 3: Search for the Patient:
- Use the search bar to find the specific patient by their name, ID, or other identifiers.
- Click on the patient's name to open their profile.
Step 4: Access the Patient Information Tab:
- In the patient's profile, navigate to the Patient Information tab.
Step 5: Update the Account Type:
- Locate the Account Type field.
- Select the appropriate account type from the dropdown menu to make changes.
Step 6: Tick the Checkbox:
- Find the checkbox labeled "Update Acc. Type in Transaction:".
- Ensure this checkbox is selected to apply the updated account type to the patient’s transaction listing.
Step 7: Save Changes:
- Click the Save button to confirm the updates.
Step 8: Verify Changes:
- Navigate to the Transaction Listing Page for the selected patient.
- Confirm that the updated account type is reflected in the transaction details.
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