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:

1. Open the patient's chart; go to View > Patient Info or press Command I.
2. Click the Contracts/Ledgers tab and note the original date of the transaction.
3. Go to Matrix > Financial Day Sheet.
4. Enter the date of the transaction.
5. Double-click the transaction you wish to edit.
6. Click the radio button to Change Transaction Date.
7. Enter your desired date. Click OK.
8. The transaction will now reflect the new date in the patient ledger.