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Spreadsheet Edit Service Information - PM

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Warning: Spreadsheet Edit Service Information should not be used to edit services that have document routing associated with it. Using Spreadsheet Edit Service Information to edit such services will not auto-append the document. Instead use  Edit Service Information or Edit Service Information (Charge Fee Access) be used to edit these services, as documents will auto-append if the registry setting, “Auto Append Document Image in Edit Service Information,” is configured to do so.

Edit information for existing services. 

  • Selections made in this form filter the services that can be edited in the Spreadsheet Edit Service Information grid.
  1. Go to: Avatar PM > Services > Ancillary/Ambulatory Services > Spreadsheet Edit Service Information
  2. In the Individual Or All Practitioners field, select whether to search all practitioners or a specific individual.
    Note: If Individual, select the practitioner from the Practitioner field.
    Only the services which have this practitioner as the main or co-practitioner will be listed in the grid.
  3. In the Individual Or All Programs field, select to include all programs or an individual program.
    Note: If Individual is selected, in the Program field, select the program.
  4. In the Individual Or All Clients field, select to include all clients or an individual client. If Individual is selected, in the Client ID field, enter the client name or ID, and select.
  5. In the Begin Date Of Service and End Date Of Service fields, enter the date rage to include.
  6. In the Claim Number field, select the claim number to filter services by.
  7. In the Only Show Services That Require A Diagnosis Or Are Primary Medical Program Services field, select Yes or No.
  8. In the Show Services Associated With A Diagnosis Entry field, select the appropriate services to include.
  9. In the Only Load Services With This Status field, select to include services that are Opened, Closed, and/or Claimed.
  10. In the Sort Column fields, select which fields to sort by.
  11. Select Edit Service Information to display the Spreadsheet Edit Service Information grid. Edit service information as necessary. Select Save.
  12. Select Submit.
► Registry Settings
► See Also
► 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.