An account can be deleted only if it has never had a transaction performed against it. Also, do not confuse deleting an account with closing it; an account that has had any transactions against it can be closed, but it cannot be deleted.

1.      Open the record of the patient for whom you wish to delete an account.

2.      From within the Patient Explorer, select Accounts from the Margin menu.

 

3.      Select an existing Account by either:

o      Selecting the account from those available and clicking  or

o      Double-clicking the account.

 

4.      The window for the specified account appears.

 

5.      Click  The Account Details window appears.

 

6.      Click the button in the Status text box (located towards the top-right of the window). The Account Status window appears.

 

7.      Select the Account Closed radio button option. An account must be closed before it can be deleted, even if you have never performed a transaction against it.

8.      Click to confirm your selection. You are returned to the Account Details window where the Status field now indicates the Account is closed.

9.      To delete the account, click  You will be prompted to confirm the deletion. Upon clicking  the account is deleted.