Posting and Unposting Visits

Posting Visits

You can post visits using either Calendar View or Detail View in the Patient Scheduler.

• Using Calendar View:
  • Right-click on the scheduled appointment and select Post Visit(s) to the Ledger
  • Or click the appointment and then click the Post button
• Using Detail View:
  • Right-click on the appointment in the list and select Post Visit(s) to the Ledger
  • Or click the appointment and then click the Post button

Note: You can perform these actions while in Clinician Schedule as well.

Unposting Visits

From the Patient Chart > Ledger Tab:

• Go to the Ledger tab in the patient's chart
• Locate the visit you want to unpost
  • Use the pagination to browse through posted visits if needed
• Select the visit and click Delete
  • This action unposts the visit but does not delete it from the schedule

From Clinician Menu > Visits Posted:

• Go to Clinician menu > Visits Posted
• Adjust the date range as needed
• Use the columns to sort or search for the visit
• Select the visit and click Unpost

Important: Visits can only be unposted from an Open Claim. If the claim is Sent, it must be reopened before unposting is allowed.

This FAQ was generated based on Synergy AI/EMR App Version 7.0.38.36159 and Dashboards Version: 7.0.38.14741

Important: The information in this FAQ is based on the software version available at the time of publication and is subject to change. Please use the software responsibly. HealthCare Synergy is not liable for any issues resulting from outdated or incorrect use of this information.