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Delete Service (Open Service Only) - Cal-PM

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Delete a posted service for a client. This form only is for open services. To delete a service in any other status, use Delete Service.

  1. Go to: Avatar PM > System Maintenance > Client Maintenance > Delete Service (Open Service Only)
  2. In the Client ID field, enter the client name/ID and select a value from the Results list.
  3. In the Start Date field, enter the start date for services to display in the Delete Service screen.
  4. In the End Date field, enter the end date for services to display in the Delete Service screen.
  5. In the Claim Number field, select the claim by which to filter services from the list of services to select or update.
  6. Select Display Client to display the Service Delete screen.
  7. Choose services to delete, select Ok.
  8. Click Delete.
    Result:The confirmation screen displays a summary of the charges to be deleted.
  9. Select Ok to process the deletion.
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