Billing > Transactions

Transactions Management
Transactions management refers firstly to the list of patients who are inside the clinic and have current encounters. Users can view the transaction by filters per staff and status, as well as delete encounters, Read, Update, and Delete queue trail, and end encounter.

Steps to Manage Transactions:

NOTE: The list of transaction is where users can get a quick overview of the encounters in the clinic. Users can view this per status and per staff.



To view transaction list by status:
Click the field on the upper left side corner
A dropdown will appear with the status of All, Not Paid, Fully Paid, Partially Paid, and Covered.
Select desired status to view.
The page will automatically show the encounters with the selected status.



To view transaction list by staff name:
Click the field on the upper left side corner
A dropdown list of clinic staff will appear.
When a staff is selected, the page will automatically show the encounters with the selected staff.



To delete an transaction with no queues:
Click the more options icon.
Select delete.
Confirming deletion.



To CRUD a queue trail:
Select the option “View Queue Trail”
A prompt will appear showing the queue trail of the selected patient.
Click “more options” icon



Transfer the patient to another queue
Postpone the patient’s encounter
Delete their current queue.

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