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Edit Service Information (Charge Fee Access) - Cal-PM

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Edit service information for multiple posted services.

  • If the service being edited is associated with a progress note that generated a document, that document is appended with the new service information upon filing. Additionally, a To-Do item will be sent to the service practitioner to inform them about the change.
  • Services are available for selection in this form, when Yes is selected for the treatment program (Primarily Medical Program field, Program Maintenance form).
  • The service must be required by a client, or a client and practitioner (Service Required By field, Service Codes form).

Select Service

  1. Go to: Avatar PM > Services > Ancillary/Ambulatory Services > Edit Service Information (Charge Fee Access)
  2. In the Client ID field, enter the client name, click the Search button, and select the corresponding entry.
  3. In the Episode Number field, select the client episode.
  4. In the Service Begin Date field, enter the earliest service date to display in the Select Service(s) To Edit screen.
  5. In the Service End Date field, enter the latest service date to list in the Select Service(s) To Edit screen. If no dates are entered, the Select Service(s) To Edit Screen screen displays all available services.
  6. In the Claim Number field, select the claim by which to filter services from the list of services to select or update.
  7. In the Service Selection Default field:
    • Select All to have all services chosen in the Select Service(s) To Edit screen.
    • Select None to have no services selected.
  8. Click Select Service(s) To Edit to display the Select Service(s) to Edit screen.
    • Select the services, click OK.
    • Different services and dates of service can be selected.

Service Details

The Service Code, Program, Duration (Minutes) and Cost Of Service fields can be edited for services with an OPEN billing status. These fields are display-only for services with a CLOSED billing status.

  1. In the Service Code field, enter the service code, click the Search button, and select the corresponding entry.
  2. In the Program field, select the program.
  3. In the Location field, select the location.
  4. In the Duration (Minutes) field, enter the service duration.
  5. In the Cost of Service field, enter the service fee.

Practitioner

  1. In the Practitioner field, enter the practitioner name, click the Search button, and select the corresponding entry.
  2. In the Co-Practitioner field, enter the practitioner name, click the Search button, and select the corresponding entry.
  3. In the Co-Practitioner Duration (Minutes) field, enter the service duration.
  4. In the Co-Practitioner 2 field, enter the co staff member, click the Search button, and select the corresponding entry.
  5. In the Co-Practitioner 2 Duration (Minutes) field, enter the service duration.

Additional Data

  1. In the 'Diagnosis' fields, enter the ICD-10 code, click the Search button, and select the corresponding entry.
    Note: Diagnosis fields cannot be edited for services that have been posted.
  2. In the Evidence-Based Practices / Service Strategies (CSI) field, select the service strategies.
    Note: This field provides additional service information.
  3. In the Delay Reason Code field, select the reason code for a delay in posting of the transferred services.
  4. Select Submit.
► Registry Settings
► SQL Tables
  • SYSTEM.billing_claim_address
  • SYSTEM.billing_tx_address
  • SYSTEM.billing_tx_charge_detail
  • SYSTEM.billing_tx_history
  • SYSTEM.site_specific_tx_history
  • SYSTEM.staff_tx_history