Reorder CPT® (Procedure) Lines on an Encounter

Reorder CPT® (Procedure) Lines on an Encounter


Reorder CPT® Lines


  1. On the Encounter, click the Modify button.

  1. 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.
  1. Move the line items.
  2. Click Save (F2).
  3. On the Encounter Dashboard, click Modify.
  4. When the Copay pop-up window displays, click the Receipt Number link to apply the copay.
  5. 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.


  1. Exit the Copay popup window by clicking the X.
  2. Reorder the line items.
  3. Click Save or press F2.
  4. To reapply the Patient Payment, click Modify on the Encounter Dashboard.

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



Learn More


CPT® copyright 2019 American Medical Association. All rights reserved.



    • Related Articles

    • Custom Encounter Query (CEQ) Report

      The CEQ is a custom report/query tool that queries Encounter Data. Reports > Custom Encounter Query Build a Custom Encounter Query Filter Criteria: Add your filter criteria by clicking the Plus symbol beside "And". The filters you choose will ...

    • Add/Modify a Procedure Code (CPT)

      CPT® Codes (Current Procedural Terminology) is a uniform medical language that defines the Procedures or Services performed by a qualified healthcare professional. They are referred to in the System as CPT or Procedure Codes. Adding fees directly to ...

    • Order Procedure Lines by RVU

      By default, the Procedure lines are ordered as entered in the Add/Modify Charge screen. When using RVUs, the lines can be ordered by RVUs. There must be a Work RVU Fee Schedule loaded. System Setting: Admin > System Settings > Charges > LINEORDER. ...

    • Reverse an Encounter for Modification or Deletion

      Reverse an Encounter to Delete or Modify Reversal Methods Reverse for Deletion reverses the Encounter by creating an equal but opposite Encounter that is not editable and is reported in the current accounting period. This action cannot be undone. ...

    • Encounter Dashboard Overview

      Encounter Dashboard Overview Access the Encounter Dashboard Select the Encounter Number link on the Patient Dashboard, or Enter an e + Encounter number (e12345) in the Navigation Shortcut box. You can go to the Patient Dashboard from the Encounter ...