Reorder CPT® Lines

1. On the Encounter, click the Modify button.

2. In the Procedures panel, use the arrows to move the CPT lines up or down.

Reasons Lines Cannot be Reordered

You have a window of time to reorder the CPT lines.

• The Reference Batch must be in the OPENED status.
• The Accounting Period must still be open.
• If payments have been posted on any Line item, the lines cannot be reordered.

If Copay/Patient Payment has not been Applied

1. When the Copay pop-up window displays on the Modify Charge screen, exit the window by clicking the X.
   

2. Move the line items.
3. Click Save (F2).
   
4. On the Encounter Dashboard, click Modify.
   
5. When the Copay pop-up window displays, click the Receipt Number link to apply the copay.
6. Click Save (F2).
   

If the Copay/Patient Payment has already been applied

Attach to the original Reference Batch where the payment was entered. Undo the Copay/Patient Payment and move Lines.

1. On the Encounter Dashboard, expand the transactions by clicking the plus symbol.
   
2. Select the checkbox next to the Receipt number of the posted Payment.
3. Click the Undo Posting button.
   
4. Enter a Reason.
5. Click Save (F2).
   
6. Click Modify on the Encounter Dashboard.

7. Exit the Copay popup window by clicking the X.
   
8. Reorder the line items.
9. Click Save or press F2.
   
10. To reapply the Patient Payment, click Modify on the Encounter Dashboard.

11. When the Copay pop-up window displays, click the Receipt Number link to apply the copay.
12. Click Save (F2).

Learn More

• Order RVU Lines