Open Closed Charges - PM

Reopen charges to a client or batch that have been closed.

• If you are opening closed charges and using the default of All you will still need to select subsequent pages if there are multiple pages of services and then click "ok" to each page. Otherwise only that first page will be selected for re-open.
• Once you have made a change to a re-opened charge, it will move to the next open accounting period. To avoid out of balance issues, you will need to post a charge reversal against the original.

Note: Services that originated in myAvatar MSO cannot be opened.

1. Go to: Avatar PM > System Maintenance > Client Maintenance
2. In the Individual Client Or Interim Batch field, select either Individual Client, Interim Batch, or Quick Billing Batch.
   • When Individual Client is selected, myAvatar will require a client in the Client ID field and an episode in the Episode field. Pre-admission episodes are included in the Episode list.
   • When Interim Batch or Quick Billing Batch is selected, select the appropriate batch from the corresponding drop-down menu. The Quick Billing Batch field contains clients that have received a claim or had services closed as result of the Quick Billing process.
   • Once a selection has been made, the other choices will be greyed out to ensure only the appropriate fields are filled in.
3. Specify a start and end date.
4. To include services that have already been claimed, select Yes in the Include Claimed Services field.
5. The following charges cannot be opened:
   • Reclaimed charges.
   • Transfers.
   • Components of a roll-up service.
6. The Default All Or None field controls how claims are selected.
   • Choose All to select all claims in the Open Closed Charges screen.
   • Choose None to have no claims selected in the Open Closed Charges screen.
7. Click Select Charges to Open to display the Open Closed Charges screen.
8. Select the claims to be deleted, then click Ok.
9. Click Submit.