How to edit a past treatment, invoice or payment

Overview 

Core practice allows users to edit treatments, invoices and payments with a few very easy steps. This usually is needed when a mistake was made in the past and now needs correction.

If you have not invoiced the patient, you may start from Step 3. If you have already issued an invoice and charged the patient for the treatment, please see the following steps:

Steps

1. Go to the Payment tab, click on More (cog icon) and select Reverse Payment. Do the same on Claim tab (if any)
   
   
   
2. Go to the Invoice tab, click on More (cog icon) and select Void Invoice. 
   
   
   
3. Go to the Treatment tab, click on More (cog icon) and select Edit Treatment.
   
   
   
4. Edit the treatment.
5. Create an invoice again and go finalise the payment.

Note - Most health funds do not allow you to backdate a claim i.e. you cannot make a claim to a health fund for treatment provided on any date other than today (usually).

If you have any questions, please click the yellow Help button at the bottom left and chat with us. We are more than happy to help!