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Finance
Manage accounts, fees, claiming, billing and banking in Pracsoft.
Accounts and Receipts
Reversing Accounts
Reverse one or more of the items in an account.

Finance
Manage accounts, fees, claiming, billing and banking in Pracsoft.
- Recording Visits
- Online Claiming
  Send Bulk Bill claims to Medicare Australia Online or Department of Veterans' Affairs (DVA) claims.
- Accounts and Receipts
  - Adjusting Account Fees
    Adjust an account fee if a visit has been over-charged or under-charged.
  - Changing an Account's Associated Practitioner
  - Changing Payment Types
  - Credit Accounts
  - Adding Footer Text to Accounts and Receipts
  - Held Accounts
  - Issuing Receipts
    Issue receipts after a patient's visit.
  - Payments and Receipts
    Record payments and receipt-off accounts.
  - Printing Accounts and Receipts
  - Printing and Emailing Invoices, Receipts, and Statements
  - Reversing Accounts
    Reverse one or more of the items in an account.
  - Reversing Receipts
  - Searching for Accounts
  - Writing-off Accounts
- Banking
- Fees
  Pracsoft provides you with a Standard Fee list of over 100 commonly used items.
- Institutional Payers

Reversing Accounts

Reverse one or more of the items in an account.

Before you begin

If the account is fully-paid, reverse its associated receipt before you reverse the account.

About this task

If an account is incorrect, you can reverse it, then create it again.

If you need to undo an account because you believe it will never be paid in full, write it off.

Procedure

To reverse an account:

Locate and open the record of the patient you want to edit.
Select the $Accounts$ tab.
Select the item or items you want to reverse.
Right-click a selected item. In the menu, click Reverse Account > Yes.
In the Enter Reason window, enter the reason why you are reversing the item or items. Click OK.

Results

The selected item or items are reversed.