Add a Copay on the Modify Charge Screen
If the Front Desk Users do not enter the Copays during check-in or check-out, they can be added on the Modify Charge Screen.
Reorder Diagnosis Codes
If the Diagnosis Codes need to be reordered and re-linked, this can be accomplished on the Modify Charge screen.
Add a Note to the Procedure Line
If a Note needs to be added to the Procedure Line, this can be done by selecting the Procedure Line number on the Modify Charge screen.
- The Note prints with the line item in Box 24 or on the ANSI SV202-7.
- This is useful for injectibles or unlisted codes.

Fee Updates on the Modify Charge Screen
When updating an Insurance Profile on Encounters, a new panel for Fee Changes displays to the right of the selected Encounters. Columns for Current Fee and New Fee are displayed.
- Fees will update automatically when switching Insurance Profiles.
- There is an option to refuse the change of fees.
- This is for Primary insurance ONLY.
- If the Encounter is in a closed Period, the System will perform a Reverse for Modification automatically.
- A Validation Warning will display when the Change Profile is saved.
- Open Period: The following Encounters will have a Fee change.
- Closed Period: The following Encounters are in a Closed Period and will be Reversed for Modification in order to complete the Fee change. These Encounters will not be able to be accessed until this process is complete.

Modify a Charge in a Closed Reference Batch
(Release 4.7)
If a Charge is in a Closed Reference batch, changes can be made without reopening or reattaching to the original Reference Batch.
- This prevents forgetting to close a Reference Batch after it is has been reopened.
- This feature is controlled by User Permissions: Admin > User Maintenance > Miscellaneous > Reference Batches > Modify in Closed Reference Batch.
Modify
- On the Encounter Dashboard, select Modify.

- Select Make Changes to this Encounter.
- Select the Procedure Line Number.

- Modify the Charge Line information.
- The Billable field can be changed if the Encounter is in an Open Period.
- Once the Period is closed, it is grayed out and cannot be changed.
- Not to be confused with a closed Reference Batch.
- A Reference Batch can be closed while the Period is still open.
- Select Save [F2].
- On the Modify Charge screen, select Save [F2].
- If you do not Save the Modify Charge screen, the changes made on the Modify Charge Line screen will not be saved.