I added items to a wrong patient

Sometimes, information may be mistakenly added to a wrong patient record. If the consultation or counter sale is a draft (unfinalised), you can delete it. If the consultation or counter sale is finalised, you must credit the invoice and invoice again with the correct information. See below for more details.

Entries to a wrong patient and client on an unfinalised consultation or counter sale

If the consultation or counter sale is still in a draft form (not finalised), you can delete the entire invoice and/or consultation.
If you have added items to the wrong consultation and the consultation is not yet finalised, you must first delete the items on the consultation page. You need to do this before you can delete the consultation.

Note

Deleting invoice drafts and consultations requires specific user permissions. You may need assistance from your manager.

Entries to a wrong patient and client on a finalised counter sale

If you have finalised a counter sale for a wrong patient, you must credit the incorrect invoice and then create a new counter sale for the correct client and patient. You can add a note explaining the mistake in the Invoice remarks or Internal remarks field of the credit note.

Entries to a wrong patient and client on a finalised consultation

If the consultation and invoice are finalised for a wrong patient, you must credit the whole invoice. This action will mark the items as credited (unused) in the patient's record. Then create a new consultation for the correct patient and add the items there.

Note

If the finalised consultation contains clinical notes that are incorrect, add a clarifying note to the patient's history on the Communication tab explaining that the notes from the credited consultation do not pertain to this patient. This ensures clear and accurate patient records.

Entries to a wrong patient when the client correct

If the client is correct, but you added items to a wrong patient of the client, you must create a credit note and a new invoice draft.

Create a credit note and select Credit the invoice, create new draft. This option credits the original invoice and creates a new invoice draft.
On the new invoice draft, click on the patient's name on the invoice row and select the correct patient.
Finalise the invoice according to your workflow.

I added items to a wrong patient

Entries to a wrong patient and client on an unfinalised consultation or counter sale

Note

Entries to a wrong patient and client on a finalised counter sale

Entries to a wrong patient and client on a finalised consultation

Note

Entries to a wrong patient when the client correct

See Also

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