Change a Transaction Date
Posting payments that came in yesterday? You can change the date for most undeposited transactions in Tops Ortho! Here's how:
- Open the patient ledger and find the date currently assigned to the transaction.
- Go to Tops Ortho > Financial Day Sheet.
- Enter the date of the transaction.
- Double-click the transaction you wish to edit.
- Click the radio button to Change Transaction Date.
- Enter your desired date. Click OK.
- The transaction will now reflect the new date in the patient ledger.
Do you find the Financial Day Sheet overwhelming? Use the filter buttons at the top (such as Payments or [-] Adjustments) to narrow down the list!