Deleting Accounts

Before you begin

An account can be deleted only if it has never had a transaction performed against it. Also, do not confuse deleting an account with closing it; an account that has had any transactions against it can be closed, but it cannot be deleted.

Procedure

  1. Open the record of the patient for whom you want to delete an account.
  2. From within the Patient Explorer, select Accounts from the Margin menu.
  3. Select an existing Account by either:
    • Selecting the account from those available and clicking Open existing account or
    • Double-clicking the account.
  4. The window for the specified account appears.
  5. Click Account Details. The Account Details window appears.
  6. Click the Ellipsis button in the Status text box (located towards the top right of the window). The Account Status window appears.
  7. Select the Account Closed radio button option. An account must be closed before it can be deleted, even if you have never performed a transaction against it.
  8. Click OK to confirm your selection. You are returned to the Account Details window where the Status field now indicates the Account is closed.
  9. To delete the account, click Delete. You will be prompted to confirm the deletion. Upon clicking Yes the account is deleted.