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Delete Service - Cal-PM

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Delete a posted service for a client.

myAvatar PM > System Maintenance > Client Maintenance > Delete Service

  • If you neglected to post your charge reversal at the time of Delete Service you may do so after the fact using Individual Cash Posting and posting your reversal against the deleted service.

  1. In the Client ID field, enter the client name, click the Search button, and select the corresponding entry.

  2. In the Start Date field, enter the start date to display services in the Delete Service screen.

  3. In the End Date field, enter the end date to display services in the Delete Service screen.

  4. In the Claim Number field, select the claim by which to filter services from the list of services to select.

  5. Click Display Client to display the Service Delete screen. Choose services to delete, click OK.

  6. In the Would You Like To Post A Charge Reversal Against The Selected Services field, select Yes to choose a posting code to reverse a charge for a closed service.
    In the Charge Reversal Code field, select the charge reversal code.

  7. Click Delete. The confirmation screen displays. Click OK.

Deleting CSI Reportable Services

When an myAvatar service is deleted for an episode that reports to CSI, the deleted service, if CSI reportable, will trigger the creation of a Delete CSI Service record. This service will be flagged to go out in the CSI file as a deletion. If the service in question has already been included in a CSI compile, it will generate with the same Record Reference Number as the original service record so the state is able to identify the new service as a delete request for the previous submission of the service record. After a CSI compile is run the pick up the service, the Delete record will be created in SYSTEM.edi_ca_csi_service_archive.

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