You can unlock an individual transaction that has become locked based on your organisation's transaction lock setting, so you can edit it. You can unlock only procedures and payments not write-offs or adjustments.
To unlock a transaction
How to get there
Use the Patient Search box to access a patient's record.
Notes:
If the last patient record you accessed since you last logged on is the correct patient's record, you do not need to re-enter the patient's name in the Patient Search box.
You can include inactive patients in the search results by setting the Include inactive patients switch to On.
Do one of the following:
On the Patient menu, under Financial, click (or tap) Ledger.
The patient's Ledger page opens.
Open a patient's Ledger page.
Select a procedure or a payment.
Either the View Procedure or the View Payment dialogue box appears.
Click (or tap) the Unlock icon.
In the Authorized user and Password boxes, enter your credentials if you have security rights to unlock transactions, or have the person who has sufficient security rights enter his or her credentials.
Note: To unlock the transaction, the specified user must have the "Review Ledger Options" and "Manage Ledger Options" security rights.
Select the length of time that you want this transaction to remain unlocked.
Click (or tap) Unlock.
Note: An unsuccessful attempt to unlock a transaction will appear in the audit log, and an email with be sent to the email address associated with the user name used in the attempt.
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