Reorder CPT® Lines
- On the Encounter, click the Modify button.
- 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
- When the Copay pop-up window displays on the Modify Charge screen, exit the window by clicking the X.
- Move the line items.
- Click Save (F2).
- On the Encounter Dashboard, click Modify.
- When the Copay pop-up window displays, click the Receipt Number link to apply the copay.
- 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.
- On the Encounter Dashboard, expand the transactions by clicking the plus symbol.
- Select the checkbox next to the Receipt number of the posted Payment.
- Click the Undo Posting button.
- Enter a Reason.
- Click Save (F2).
- Click Modify on the Encounter Dashboard.
- Exit the Copay popup window by clicking the X.
- Reorder the line items.
- Click Save or press F2.
- To reapply the Patient Payment, click Modify on the Encounter Dashboard.
- When the Copay pop-up window displays, click the Receipt Number link to apply the copay.
- Click Save (F2).
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