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SANDI - How can I change charge information (quantity, description, visit type, performing doctor, etc.)

This article explains how to change / update various items on a charge.

Accessing the Charge Menu

  1. Bring up a client/patient in the dashboard. 
  2. Select the arrow next to Charges/Procedure Hx

dash-selchgs

Changing the Description or Quantity of a Charge

  1. Select the edit editicon icon next to the charge you want to update. (In our example we are using PC039 PC IV Catheter Placement.)
  2. Change the procedure name (in our example we put three asterisks after PC IV Catheter Placement so it now reads: PC IV Catheter Placement***)
  3. Enter the new quantity. (In our example we changed it from 1 to 2.)
  4. Select Update.
  5. The description is now updated. 
  6. The Qty is now updated.

Note: you can also update the Visit Type, Performing Dr., etc.

chgdesc&qtychange




Keywords:charges, change, update, remove, add, alter, quantity, qty, amount, number, desc, name, code, of   Doc ID:120391
Owner:Tina O.Group:University of Illinois College of Veterinary Medicine
Created:2022-08-09 09:06 CSTUpdated:2022-08-09 10:09 CST
Sites:University of Illinois College of Veterinary Medicine
CleanURL:https://answers.uillinois.edu/illinois.vetmed/sandi-how-can-i-change-a-quantity-or-description-of-a-charge
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