How do I delete a deposit?

You may need to delete a deposit in Genie if the deposit was incorrectly accepted, or perhaps the patient has been refunded.

You can delete a deposit from the deposits list, or directly from a patient's account history.

If the deposit has been sealed in a banking batch, the banking record for the deposit will not be deleted. You will need to make a note external to Genie as to why this deposit was deleted.

Delete from the deposits list

1. Navigate to Billing > List Deposits;
2. Locate and highlight the deposit you wish to delete;
3. Click the trash can icon;
4. Enter a reason for deletion.
   
   This note will appear in the Audit Report so it's important to make sure accurate reasons are recorded. If your practice uses generic usernames (e.g. nurse, reception), you should consider including initials as part of the reason for deletion.
5. Click OK.

Delete from the patient's account history

1. From the Patient list or the Appointment Book, highlight the patient's name and navigate to Billing > Account History;
2. Highlight the deposit (Type 1 = Deposit) in the Payments section at the bottom;
3. Click the Delete button;
4. Enter a reason for deletion.
   This note will appear in the Audit Report so it's important to make sure accurate reasons are recorded. If your practice uses generic usernames (e.g. nurse, reception), you should consider including initials as part of the reason for deletion.
5. Click OK.