There are several places within Juvonno you can change the Payment Type.
1. Patient Profile, History, Detailed Billing Tab.
2. Transaction tab on the home page, if you have the user type access.
3. Accounting, Invoice search page.
1. Patient Profile
Step 1
Navigate to Patient Profile>History>Detailed Billing tab.
Step 2
Click the icon to the left of the item.
Select View Payments & Adjustments.
Step 3
Click the icon to the left of the item and select Change Payment Type.
Step 4
Select the correct payment type. Select Save.
Then Save.
2. Transaction Tab
Step 1
Navigate to the Transaction tab from the Home Page.
If the transaction you want to change a payment for was done on the current day you will be able to edit it here.
Step 2
Click the icon to the left of the item and select View Payments.
Then select the icon to the left of the item and select Change Payment type.
Step 3
On the Accounting/Change Payment Type popup select the correct type from the New Payment Type field. Save.
3. Invoice Search Page
Step 1
Navigate to Accounting>Invoice Search
Step 2
Enter the search criteria to locate the invoice. Select Search.
Step 3
Click the icon to the left of the item.
Step 4
Select View Payments
Step 5
Select the icon located to the left of the item and select Change Payment Type.
Step 6
Select Payment type and Save.
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