This article explains how to search for Breaches in Unity® Practice Management.

How to Search for Breaches

1. Click on Money, select Breaches, and the Breaches screen will open

   

2. Select a Breach Type
3. Select the date range

4. Once done, click Search, and the Breaches will be displayed

   

Editing a Breach

1. Click the Edit link, and the Reason for Breach and Action Taken fields will be editable
2. Update the Reason for Breach and Action taken

3. Once done, click Save