Now, in Financial Assignments to Patients, users will be allowed to removed allocated donation policies when they need to. This could be needed in some scenarios where the user must change this policy (when assigning the wrong policy or when allocating the wrong amount to the patient) and to assign a different one or to release the amounts for another patient.

See donation policy example (Financial Donors option from Financial Assignments to Patients) :

There are two options now where you can remove a donation policy from a patient :

a) By entering the donor information (double click on the policy) and then clicking on the bin icon to remove this policy allocation from the patient information :

a) By selecting the multiple selection option from context menu, then selecting the policy that will be removed and clicking on the remove (-) icon :

You will see a confirmation message. Click Yes to proceed.

Example :

We hope this improves your Cirrus experience. Remember to share this information and ask for help if you need it.

Date: January 15, 2024