Deleted Payment Log
The Deleted Payments Log will capture all data surrounding the removal of a cash, check, credit card (manual), or client credit as payment on an appointment.
The report will help identify theft within the clinic. The only time a payment should be deleted is to correct a mistake. Deleting or voiding payments should be an uncommon action within a clinic and must be restricted to authorized users based on their specific roles. Learn more about User Roles and how to set up permissions for each role, HERE.
Accessible through the Accounting section, this report tracks activities related to appointment financials, specifically focusing on any actions involving the deletion or voiding of payments. In Clinic HQ “delete” and “void” terms are used interchangeably and both refer to the removal of a payment.
The log provides key details, including the date and time of the payment deletion, the amount, payment type, associated appointment, and the user responsible for the action. This feature enhances security and accountability within your clinic’s accounting system, serving as a safeguard against fraud and errors. Additionally, the log data can be easily exported to an Excel spreadsheet for further analysis and record-keeping.
Several filter options and export options are available for theft identification.