Removing Patient Credits in Noterro: Error Adjustment Guide

Occasionally, you may need to remove a credit from a Patient's account for various reasons, including making adjustments for credit errors.

Removing Credit on Patient's Account

  1. Click on the Patient's name.
  2. Click on the Billing tab.
  3. Click the Transactions header.
  4. Locate the Transaction Number with an Account Credit.
  5. Click the Transaction.
  6. Click Delete and follow the instructions.

Important Note: You can effectively manage and maintain accurate financial records within our system. If you have any questions, please contact our support team at support@noterro.com.

Add Credit Card to Patient's / Client's Account

Adding Credit to a Patient's / Client's Account

Delete Credit Card from Patient/Client's Account

Patient Financial Summary / Financial Statement

Occasionally, you may need to remove a credit from a Patient's account for various reasons, including making adjustments for credit errors.

Removing Credit on Patient's Account

  1. Click on the Patient's name.
  2. Click on the Billing tab.
  3. Click the Transactions header.
  4. Locate the Transaction Number with an Account Credit.
  5. Click the Transaction.
  6. Click Delete and follow the instructions.

Important Note: You can effectively manage and maintain accurate financial records within our system. If you have any questions, please contact our support team at support@noterro.com.

Occasionally, you may need to remove a credit from a Patient's account for various reasons, including making adjustments for credit errors.

Removing Credit on Patient's Account

  1. Click on the Patient's name.
  2. Click on the Billing tab.
  3. Click the Transactions header.
  4. Locate the Transaction Number with an Account Credit.
  5. Click the Transaction.
  6. Click Delete and follow the instructions.

Important Note: You can effectively manage and maintain accurate financial records within our system. If you have any questions, please contact our support team at support@noterro.com.

Add Credit Card to Patient's / Client's Account

Adding Credit to a Patient's / Client's Account

Delete Credit Card from Patient/Client's Account

Patient Financial Summary / Financial Statement

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Get started with
Noterro today!

Try Noterro and discover that running your practice doesn’t need to feel overwhelming
Invoice

Get started with
Noterro today!

Try Noterro and discover that running your practice doesn’t need to feel overwhelming
calendar date picker
invoice