How can I stop entry of transactions for a month?

Yes, this can be done by Hard closing a month. Refer below steps for the same.

1 - Navigation: - Transactions -> Patient Transactions -> Hard Close

Navigation: - Transactions -> Patient Transactions -> Hard Close

 

 


 

Brief Explanation: - Select a Month which needs to be hard closed and select Close month to stop transaction entry radio button. On click Submit the selected month with get closed. User cannot enter transactions for the month then. On click Clear button the selected options will get rested.

 

2 - Navigation: - Transaction -> Debit transaction -> Charge code

This will be set for all the transactions.

 

The closed month can also be opened for transaction again.

3 - Navigation: - Transactions -> Patient Transactions -> Hard Close

 

Brief Explanation: - User can open the closed month by selecting Open month for transaction entry radio button. The year dropdown will only display the years for which months are closed. Select the month to be opened and click on Submit. User can then add transactions for that month.

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