Edit Service Information (Charge Fee Access) - PM

Edit service information for multiple posted services.

Prerequisites:

• 'Yes' must be selected for the treatment program (Primarily Medical Program) on the Program Maintenance form to have services available for selection on the Ambulatory Services form.
• The service must be required by a client or a client and practitioner (Service Required By) on the Service Codes form.

1. Go to: Avatar PM > Services > Ancillary/Ambulatory Services.
2. For the Client ID, enter the client name or ID, and select.
3. For the Episode Number, select the client episode.
4. For the Service Start Date, enter the earliest service date to display in the Select Service(s) To Edit screen.
5. For the Service End Date, enter the latest service date to list in the Select Service(s) To Edit screen. 
   Note: If no dates are entered, the Select Service(s) To Edit Screen displays all available services.
6. Select the Claim Number used to filter services.
7. Select a Service Selection Default option:

• All - all services are chosen on the Select Service(s) To Edit screen
• None - no services are chosen on the Select Service(s) To Edit screen

8. Choose Select Service(s) To Edit to display the Select Service(s) to Edit screen.
   • Select the services to edit, choose OK
9. Select the Service Code, Program, and Location.
10. For the Duration (Minutes), enter the service duration.
11. Enter the service fee for the Cost of Service.
    Note: The Service Code, Program, Duration (Minutes), and Cost Of Service can be edited for services with an Open billing status. These fields are display-only for services with a Closed billing status.
12. If applicable, select a Note Reference Code (837 Billing).
13. If applicable, for the Note Reference Text (837 Billing), enter reference information.
14. For the Practitioner, enter the practitioner name or ID, and select.
15. Select the practitioner Discipline.
16. Enter the practitioner Modifiers.
17. Enter the Service Start Time and End Time.
18. For the Co-Practitioner, enter the practitioner name or ID, and select.
19. For the Second Co Staff Member, enter the co staff member name or ID, and select.
20. Enter the following information as applicable:
    • Diagnosis 1
    • Diagnosis 2
    • Delay Reason Code
    • Add-On Service
    • Add-On Duration
    • Add-On Notes 
21. Select Save Add-On Service to save the changes.  
22. For Selected Add-On Services, enter relevant information about the service.  
23. For Select Add-On Service Entry to Edit/Remove, choose a service.   
24. Select Remove Add-On Service to remove the selected service.  
25. Select Yes or No for Emergency Indicator.  
26. Select the Incident-To Practitioner. 
27. Enter the Co-Practitioner Duration (Minutes).  
28. Select Submit.

► 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 Start - End Times (Client Charge Input)

► SQL Tables

• SYSTEM.billing_tx_charge_detail
• SYSTEM.billing_tx_history
• SYSTEM.site_specific_tx_history
• SYSTEM.staff_tx_history

► Test Script

For implementing new systems or new functionality, download the following standard test script for this feature. Please contact your Netsmart representative for more information about Test scripts.

• myAvatar NX Test Script - PM - Edit Service Information (Charge Fee Access)