Log in to EXACT as a user with access to delete payments
Go to patient file and click on the £ sign
Take note of the original payment info including date, provider and amount
Highlight the payment and click delete (bin icon located in bottom right hand corner)
Process payment through again using the information from the original payment
To backdate payment if needed at the top of the payment screen overtype the current date
Once all new payment information has been entered, click process
If prompted to print a receipt, click on the relevant receipt type.
see: Processing Payments
In the Practice Settings window "Transaction Lock Date" allows an administrator to set a transaction lock date for the practice.
This field can be left blank, in which case the lock functionality is not enabled, or it can be set to any date in the past.
NOTE: The transaction lock date cannot be set to today or in the future, as this would imply that transactions cannot be created for today.
Once set, users including administrators will not be allowed to;
- Delete transactions or adjustments where the transaction date is on or prior to the lock date
- Backdate new transactions or adjustments to the lock date or before
- Create new allocations that would apply on or before the lock date
- Delete allocations that apply on or before the lock date
If a user tries to perform one of these actions they should see a message that tells them that they can't proceed as the date is locked for reporting.
The administrator is free to move the date backwards and forwards as required. This allows them to prepare a date range for reporting, by sorting out any transaction adjustments and edits that need to occur. They can then lock the date and run the practice reports for the period. If they later discover another edit that needs to be made, they can move the date earlier make the change and then set it back. This means that they will know that they should re-run the reports for that period.