How do I remove an internal provider that is linked to the sales report for an external prescription?

External prescriptions are credited to the patient's provider as setup within Demographics. If submitting a claim, the following instructions should NOT be completed until the claim has been filed. Note: If the invoice has been paid, the provider is a locked field and cannot be changed.

Instructions

Verify your Allow Walk-ins setting in Admin is Yes. 

• Access Admin > General > Practice Preferences > Additional Preferences > Accounting > Allow Walk-ins. 

Patient as the Payer

1. Access Accounting > Invoices > search for and open the invoice.
2. Click 'Pending.'
3. Remove the provider by clicking the X beside their name.
4. Click 'Authorized.'

Insurance as the Payer

1. Access Accounting > Invoices > search for and open the invoice.
2. Click 'Pending.'
3. Remove the provider by clicking the X beside their name.
4. Click 'Authorized.'
5. Select the Claim History tab.
6. Click the ellipsis icon for the line item with the current Ready to Submit status.
7. Select Mark as Deleted.