Post Residential/Inpatient Worklist - Cal-PM

Post residential or inpatient worklist charges.

Once a worklist is posted, services in the worklist can be billed.

• Edits are made in the Edit Service Information, and Edit Service Information (Charge Fee Access) forms.
• Additions are added to the worklist through the following forms:
  • Client Charge Input
  • Client Charge Input (Charge Fee Access)
  • Client Charge Input (Medical Diagnosis) 
  • Client Charge Input (Charge Fee Access and Medical Diagnosis)
• Deletions are made to a worklist in the Delete Service form.

Note: Worklists can be compiled and posted in the Compile And Post Edit Residential/Inpatient Charges form.

Warning: If this form is interrupted before the worklist can be posted the worklist will be locked. Worklists can be unlocked in the Unlock Residential/Inpatient Worklist form.

• Units must be verified through the Verify Unit Census form before compiling.
• Units must be compiled through the Compile Residential/Inpatient Charges form.
• Posted worklists cannot be edited.

1. Go to: Avatar PM > Services > Inpatient/Residential
2. In the Individual Or All Units field:
   • Select All to post all units.
   • Select Individual to post a single unit (Select Unit(s) field).
3. In the Select Unit(s) field, select the units.
4. In the Post Charges From Date field, enter the posting start date.
   Note: The earliest date that all units have been compiled and not posted populates, and can be edited.
5. In the Post Charges Through Date field, enter the posting end date.
6. Select Process.
   • The Post Residential/Inpatient Worklist report displays client charge information for successful posts.
   • If units could not be posted, a message displays the units and the reason whey they could not be posted.