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Edit Practitioner Numbers - PM

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Edit existing practitioner numbers by guarantor and program records. This allows you to add an expiration date to the record or to make corrections without updating the start and end dates.

  1. In the Practitioner field, enter the practitioner name or ID and select a value from the results.

  2. In the Supervising Practitioner field, enter the name or ID of the supervising practitioner and select a value from the results.

  3. In the Financial Class field, select the financial class.
    Guarantors that are associated with the financial class display in the Guarantor ID field.

  4. In the Guarantor ID field, select the guarantors to associate with the practitioner.

  5. In the Treatment Setting Selection field, select the treatment settings.
    Programs that are associated with the treatment setting display in the Program field.

  6. In the Program field, select the programs that apply.

  7. In the Record Selection field, select whether the spreadsheet should display records which are active, inactive or both.

  8. Click Launch Workscreen to display the Edit Practitioner Numbers Spreadsheet form with all of the records that match the identified search criteria. This form includes the Effective and Expiration dates and a Comments box for notes about why the record was edited.

  9. Click Delete Practitioner Numbers to remove the all practitioner number records that meet the selected criteria for the practitioner.

  10. Click Submit.