I tried to get familiar with the fee sheet, payment, and billing and created a sample billing. I noticed that it doesn’t let me use the DOS to be the date for cpt code. but instead it using the date i’m billing. How can I fix that?
Afterwards, I deleted all the information of billings, but it still showing on the reports under billing section. Is there a way to clear that information because there should not be any fee sheet or payment at all.
Also, I tried deleting the patient, and when I added a new patient the report still has billing information from the previous patient. How could I clear the billing information.
The date is governed by the encounter, which should be the date of service.
Include a screenshot so that we can see where’s the problem.
To change the date in the Fee Sheet, change the encounter date. To delete all billing information, it may be necessary to delete the offending encounter.
The New Encounter Form defaults to the current date for DOS. If staff is preparing new encounters, they will have to change the date to that of the appointment to override the default. See 1.
Because you retained the same Patient ID as 22 & did not delete the encounter for 4/2/16, it showed up in the Report tab. It’s not necessary to touch the database.
If you are unable to change the billing data to your satisfaction, simply delete that encounter & create a new encounter. See 2.
I did delete the encounter but when I go back to the patient screen and click report, with both demographics and billing information selected the information still showing billing information.
So in the future if there is new billing information the old one would still be displayed even though there isn’t an encounter on that date.