Edit or delete a patient transaction

You can edit or delete transactions directly from the patient dashboard.

In this article we'll cover how to:

• edit a transaction.
• delete a transaction.

If a transaction type is Charge, you cannot edit or delete it. These are locked by the HearLink system to preserve financial accuracy.

Edit a transaction

• Navigate to the desired patient.
• Click the Transactions tab. 
• Locate and click the Edit iconon the Transaction you want to edit.

• Update the Transaction details as required. 
• Click Submit to save your changes.

Delete a transaction

• Locate the Delete iconon the transaction you want to delete.

• Click the Delete text.
• You'll be shown a warning message. 

• Click Delete to confirm and delete the transaction.

Warning: Once a transaction has been deleted this action cannot be undone. Please proceed with caution!