Edit Procedure Status

From within Manage Account, you are able to change the status of a procedure or charge. This is helpful if you need to write off a balance or make the remaining balance due to the patient for multiple charges or procedures.

  1. Select Patient > Manage Account.

  2. 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.

  3. Select the Patient

  4. 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.

  5. Select the Procedure Code.

  6. Click the Status of the code in the Status / Memo column.

  7. Select the new Status from the drop-down menu.

  8. Click Save.