Tips & Tricks
 

Lock and Unlock Batches in a Payment or Refund

Benefit:

If modifying a payment or refund in gPM™, after a batch has been locked, you can easily unlock the batch right in the transaction. When the updates are complete, you can then lock the batch again without ever leaving the transaction. 

Examples of when you might need to do this include (1) changing the batch that was originally selected in the transaction, (2) updating the payment/refund type, or (3) modifying the payment/refund amount.

 

STEP 1
Access a payment or refund in a locked batch
STEP 2
Right click on the lock icon and select Unlock Batch.

STEP 3

Update the transaction as needed. 


STEP 4

Right click on the unlock icon and select Lock Batch, then click Save. 

 

RELATED ARTICLES

gGastro® Tips and Tricks – Save Time With Nursing Notes Answer Sets

Save time completing nursing notes questionnaires by configuring answer sets. You can create multiple…

gGastro® Tips and Tricks – Import Patient ID Cards into Demographics

Benefit: When patient ID cards, such as a driver’s license or insurance card, are…

gGastro® Tips and Tricks – GIQuIC Biopsy Protocol

Benefit: If you participate in GIQuIC, Protocol is a required field for biopsies when…