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Edit Service Information - PM

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Edit service information for multiple posted services. The Cost Of Service field can be edited for open services in the Edit Service Information (Charge Fee Access) form.

Prerequisites:

  • Services are available for selection in this form, when Yes is selected for the treatment program (Primarily Medical Program field, Program Maintenance form).

  • The service must be required by a client, or a client and practitioner (Service Required By field, Service Codes form).
  1. Go to: Avatar PM > Services > Ancillary/Ambulatory Services > Edit Service Information
  2. In the Client ID field, enter the client name or ID, and select.
  3. In the Episode Number field, select the client episode.
  4. In the Service Start Date field, enter the earliest service date to display in the Select Service(s) To Edit screen.
  5. In the Service End Date field, enter the latest service date to list in the Select Service(s) To Edit screen. If no dates are entered, the Select Service(s) To Edit screen displays all available services.
  6. In the Claim Number field, select the claim number to filter services by.
  7. In the Service Selection Default field:
    • Select All to have all services chosen in the Select Service(s) To Edit screen.
    • Select None to have no services selected.
  8. Click Select Service(s) To Edit to display the Select Service(s) to Edit screen. Select the services, click Ok. Different services and dates of service can be selected.
  9. In the Service Code field, enter the service code name or number, and select.
  10. In the Program field, select the program.
  11. In the Location field, select the loction.
  12. In the Duration (Minutes) field, enter the service duration.
     Note: The Service Code, Program, and Duration (Minutes) fields can be edited for services with an OPEN billing status. These fields are display-only for services with a CLOSED billing status.
  13. The Cost of Service field is display-only and shows the service fee.
  14. In the Practitioner field, enter the practitioner name, click Process Search to select. Click Ok.
  15. In the Modifiers field, enter the modifier codes separated by commas without spaces.
  16. In the Service Start Time and End Time fields, enter the time frame of the service.
  17. In the Co-Practitioner field, enter the practitioner name or ID, and select.
  18. In the Second Co Staff Member field, enter the co staff member name or ID, and select.
  19. In the 'Diagnosis' fields, enter the medical diagnosis, and select. Medical Diagnosis fields cannot be edited for posted services.
  20. In the First Billing Date field, enter the date.
  21. In the Additional Service Information field, select the add-ons for this service. These values are set up in the Service Codes form.
  22. In the Psychotherapy Add-On Duration field, enter the additional time frame.
  23. In the Add-On Notes field, enter any applicable notes.
  24. Click Submit.
► Dictionary Values
► Registry Settings
  • Associate Client Charge With DSM Diagnosis
  • Auto Append Document Image in Edit Service Information
  • Display Additional Information In 'Select Service(s) To Edit' Selection Screen
  • Edit Service Episode Number
  • Edit Service Episode Number of Closed/Claimed Services
  • Emergency Indicator (2400-SV1-09)
  • Enable Incident-To Practitioner
  • Fields to Include in Client Charge Input
  • Fields to Retain After Filing Client Charge Input
  • Include Accident Fields (Client Charge Input)
  • Include Discipline
  • Include First Billing Date
  • Include Initial Treatment Date (Client Charge Input)
  • Include Modifiers (Client Charge Input)
  • Include Notes From Charge Input
  • Include Original Service Code
  • Include Referring Practitioner
  • Include Referring Practitioner (Client Charge Input)
  • Include Referring Provider
  • Include Referring Provider (Client Charge Input)
  • Include Service Status (Client Charge Input)
  • Include Site Specific Fields From Edit Service Information Form
  • Include Start - End Times (Client Charge Input)
  • Recalculate Service Duration When Service Start - End Times Updated
► See Also
► SQL Tables
  • SYSTEM.billing_tx_charge_detail
  • SYSTEM.billing_tx_charge_totals
  • SYSTEM.billing_tx_history
    Note: With Data Trail, billing_tx_history can be audited to track all changes to the service. By default, only the last filing is tracked.
  • SYSTEM.billing_tx_failed_compliance
  • SYSTEM.site_specific_tx_history
  • SYSTEM.staff_tx_history