How To Edit or Delete Services
NAVIGATION: ANALYSIS menu > Service Maintenance
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Select a consumer by typing the case number in the CASE NUMBER field or use the browse button to view the list of all consumers. You can also tab to the LAST NAME field and begin typing the last name to select from a list of consumers.
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Enter the dates of service in the BEGIN DATE and END DATE fields.
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To restrict the list by facility, service code, or payor select the information in the appropriate fields.
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Click the REBUILD button to show all the services in the grid.
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Find the entry you want to edit and click on the BATCH ID.
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The time based entry screen will appear. Check the SHOW SERVICE DETAIL check box to see the complete ticket information.
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Make the edits and then click SAVE at the top of the screen.
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To DELETE a service entry, select the line by checking the box to the left. On the right side of the screen, click the DELETE SERVICE icon. This option will totally reverse the service back out of aging and delete the notes related to the service. Typically, services should only be deleted if entered in error.
If the service has already been billed, you will need to roll back the service in order to make edits to or delete the service ticket. This option will take the service out of history and put back into the entry area so you can make edits. If the AR was already processed, this will also mark the AR. Find the entry you want to roll back. Place a check in the box at the beginning of the line. Click the ROLL BACK SERVICE icon.
10/2021