How to view voided Treatment/Invoice/Claim/Payment

Overview

Here in Core Practice, voided items can still be viewed to preserve information for any future audits such as treatment notes which are very helpful in case the treatment note has been accidentally deleted.

To see all the voided transactions such as invoices, claims, treatment, or payments, simply go to the Patient's Profile.

Here are the corresponding tabs wherein you can see the voided invoice, claim, treatment, or payment.

1. Treatment Tab
2. Invoice Tab
3. Claim Tab
4. Payment Tab

Treatment Tab

• Click on More and select Show Voided Treatments For reference, you can also view the treatment notes within the voided treatment if there are any. 
  
  

Invoice Tab

• Click on More and select Show Voided Invoices. You can also include a reason why the invoice has been voided.

Claim Tab

•  Click on More and select Show Voided Claims. A claim note is also available for recording purposes.

Payment Tab

•  Click on More and select Show Voided Payments. A payment note is also available for reference.

Each tab has the ability to add/view notes if necessary. This will help you record what has been done with the patient's account.


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!