Once an invoice is issued, you can edit non-financial information:
Fields that can be edited:
Charge category
Charge description
Assigned provider
Assigned location
Patient receiving the charge item or service
Service Date
Invoice Payer (if invoice is unpaid)
To edit an issued invoice:
Open the patient's invoice.
Under the 'Charges' section of the invoice, click on the three dots (...) to the right of the charge that you wish to edit the details for and select 'Edit'.
In the Edit Charge modal:
To change the patient that the charge is assigned to, click on the 'Find another patient' below the patient field
To change the provider assignment, select the dropdown in the provider field, then select or search the new provider.
Click 'See additional charge details' to edit any of the following fields:
Charge category
Charge description
Service date
Location assignment
Click 'Save' once changes are complete.
Unlocking Financial Periods
By default, all financial periods are unlocked. As a practice Admin on Hint, you can lock financial periods in order to block users from editing invoices in those periods.
To lock or unlock financial periods:
Navigate to 'Reports'
Select 'Reporting Periods'
Click 'Lock' for each month you would like to prevent edits to issued invoices
Click 'unlock this reporting period' to unlock a period for editing
