Sometimes, we just make mistakes! It's a good thing that making a mistake in Genie isn't the end of the world, but rather just a minor speed bump in the running of a bustling clinic. When it comes to invoicing and receipting patients, mistakes will happen, what's important is how you deal with them. This article explains how to delete payments and invoices for instances when you need to start afresh.
Before you begin
Before you start deleting payments and invoices left, right and centre it's worthwhile considering whether it's really necessary to do so. The majority of errors that are made while creating invoices and receipts can be modified without the need to delete records. If you're unsure how to correct a mistake we'd suggest reviewing our Correcting Invoicing and Receipting Errors article first.
As mentioned in the above article, to make changes to invoices and payments, you will need to ensure that you have the Modify Saved Invoices and Modify Payments/Credits/Discounts preferences selected in File > Edit Groups. For further information about setting these security preferences, please refer to the Edit Groups article.
Once you have established you need to delete a payment you can do so by completing the following steps:
- Highlight the patient's name and navigate to Billing > Account History
- Highlight the relevant invoice from the list on the left of the window
- Highlight the associated payment from the Payments section at the bottom right of the window and select the Delete button to the left
- Enter a reason for deletion. This note will appear in the audit so it's important to make sure accurate reasons are recorded. Note: If your practice uses generic usernames (e.g. nurse, reception) you should consider including your initials as part of the reason so the Administrator can identify who made the change
- The payment will now be deleted and the associated invoice will once more have an outstanding balance
In order to delete an invoice you will need to have first deleted any associated payments using the instructions above. Once any associated payments have been removed you can delete an invoice by completing the following steps:
- Highlight the patient's name and navigate to Billing > Account History
- Highlight the relevant invoice from the list on the left of the window
- Select the
icon - You will receive a confirmation window asking you to confirm the deletion. Select OK
- Enter a reason for deletion. This note will appear in the audit so it's important to make sure accurate reasons are recorded. Note: If your practice uses generic usernames (e.g. nurse, reception) you should consider including your initials as part of the reason so the Administrator can identify who made the change
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