📝 Overview
This article outlines the simplified workflow for editing a transaction on a patient's ledger in ChiroHD. You'll learn how to access the ledger, open and edit transactions, and take the correct actions when handling billed services, all following the process shown in the training video.
Cash Case: Editing a Simple Transaction
Navigate to your Patient Profile, Transaction Tab, Ledger Tab.
Locate the transaction you want to edit.
Click the pencil icon under the Edit column
This opens the Transaction modal, where you can modify available fields.
Make your changes to the transaction.
Click Save Changes.
Non-Cash Case: Editing a Transaction (if the line is Purple/Pink)
NOTE: Non-Cash Case would include any of the following: Insurance, Medicare, Workers Comp and/or Personal Injury cases.
Navigate to your Patient Profile, Transaction Tab, Ledger Tab.
Locate the transaction you want to edit.
If the Transaction is Purple:
Click Edit (Pencil icon).
Make your changes to the transaction.
Click Save Changes.
Non-Cash Case: Editing a Transaction that has already been Billed
(if the line is Yellow, Blue or Green)
NOTE: Non-Cash Case would include any of the following: Insurance, Medicare, Workers Comp and/or Personal Injury cases.
Navigate to your Patient Profile, Transaction Tab, Ledger Tab.
Locate the transaction you want to edit.
If the Transaction is Yellow, Blue or Green:
Navigate to the Insurance History tab.
Click Set to rebill and Save.
Return to the ledger and refresh.
The transaction will now appear purple, indicating it is editable.
Click Edit (Pencil icon).
Make your changes to the transaction.
Click Save Changes. The transaction is now ready to rebill (or create a claim).
NOTE: If you have questions about the color legend of the transactions in the Patient's ledger, please see our other resources that cover the Transaction Ledger Tab.
✅ Key takeaways
Access the ledger from the patient snapshot using calendar or search.
Edit transactions directly for unbilled items. For billed services, use the rebill process first.
The color coding (purple for unbilled, others for billed) helps you determine available actions.
Always save edits to commit changes.
📌 Conclusion
Editing transactions in ChiroHD is straightforward when following the step-by-step workflow. Use color coding to identify billed status, manage edits efficiently, and use the rebill function for billed insurance cases as needed.