Help : Setting the Transaction Date on Entered Charges

Generally charges and payments are entered into the EMR in real time, and so by default the EMR will set the transaction date for a charge/payment as the current date. However, sometimes financial transactions are being recorded after they took place (or you want to pre-record a charge for a future service) you can manually change the transaction date using the little calendar icon in the bottom right corner of the add-charge or add-payment screen. You can also do this when editing a charge or payment.

Setting the correct transaction date will ensure that the charge/payment is recorded correctly for the sake of billing reports and on invoice documentation for patients.