Delete a Procedure Transaction

Select Patient > Manage Account.
Use the Search field to search through your patients or insured.
Place a check in the “Include inactive patients” box to include inactive patients in your search results.
Select the Patient.
Under Transaction Listing locate the DOS the procedure is under and click the expand arrow.
Sort your search results. Visit our Reorder Table Columns Help Article for detailed steps on how to hide, rearrange or add header columns.
Select the Procedure Code.
Place a check in the Delete Charge box.
Click Save.