Important Content Update Message
We are currently updating the OP Help Center content for the release of OP 20. OP 20 (official version 20.0.x) is the certified, 2015 Edition, version of the Office Practicum software. This is displayed in your software (Help tab > About) and in the Help Center tab labeled Version 20.0. We appreciate your patience as we continue to update all of our content.

Edit or Void Current Charges

Version 14.19

Overview

Current charges (charges that have not yet been included on a Daysheet) can be edited from Tracking, the Patient Chart, or the Claims (A/R) tab in the Billing Center. Current Charges can be voided from the Patient Chart only.

Edit Current Charges from Tracking

To edit current charges from Tracking:

  1. Ensure the checkbox to Show Billing Panel is selected
  2. Navigate to the Posted charges section
  3. Select a charge line that needs to be edited and click the Edit button. The Add/Edit Charges window is displayed.

  1. Make any necessary changes.
Note: Some of the items that can be edited include CPT codes, modifiers, charge amounts, diagnosis codes, place of service, service dates, and providers. Changes can also be made to the items in the Other items tab. For more information on those fields, click here. Be sure that if making edits that are inconsistent with the provider's visit note, that the provider creates an addenda to the note.
  1. Click Save or Save + Queue depending on your practice's workflow.

Edit Current Charges from the Patient Chart

To edit charges from the Patient Chart:

  1. Within the the ClinicalBilling, or Practice Management tab, click the Chart button 
  2. Click the Charges link
  3. Select the charge from the Current (Posted) Charges / Payments section of the window. You only need to select one line for the date of service. 

  1. Click the Edit button. The Add/Edit Charges window is displayed.
  2. Make the necessary changes.
  3. Click the Save or Save + Queue button depending on your practice's workflow.

Edit Current Charges from the Billing Center

To edit charges from the Claims (A/R) tab of the Billing Center:

  1. From the Billing tab, click the Billing Center button 
  2. Click the Claims (A/R) tab
  3. From the Stage drop-down menu, select Not Daysheeted, new claims only or Not Daysheeted, include payments.
  4. Select the Claim that needs to be edited
  5. Click the Edit button. The Add/Edit Charges window is displayed.
  6. Make any necessary changes
  7. Click the Save or Save + Queue button depending on your practice's workflow.

Void Current Charges

Warning: Before proceeding with the process for voiding current charges, be aware that there is no audit trail or tracking of current charges that have been voided. 

 If you determine that current charges should be voided, this can be done from Charges or Claims in the Patient Chart.

Void Current Charges from the Charges tab of the Patient Chart

  1. Click the Charges link in the patient chart
  2. Navigate to the the Current (Posted) Charges/Payments section of the window

  1. Select the Charge Line that should be voided. If more than one Charge line should be voided, select them one at a time.
  2. Click the Delete button to void a single line or Delete All to void all lines in the Current (Posted) Charges / Payments section.
Warning: Current payments and adjustments will also appear in the Current (Posted) Charges / Payments section of this window. If payments and/or adjustments are shown, and you select Delete All, the payments and/or adjustments that are listed will also be voided.
  1. Select OK to confirm you want to delete all current transactions.
Note: If your intention is to void current charges because they were posted in error, refer to Unposting Superbills for instructions on how to revert charges to unposted.

Void Current Charges from the Claims tab of the Patient Chart

  1. Navigate to Claims in the patient's account.
  2. Expand the claim where the charges should be voided. Notice that the transactions appear in blue text, indicating they have not yet been included on a daysheet.
  3. Select the Charge Line that should be voided. If more than one Charge line should be voided, you will need to select them one at a time.
  4. Click the Void button to void a single line
  5. Click the OK button to confirm you want to delete all current transactions
Version 14.10

Overview

Current charges (charges that have not yet been included on a daysheet) can be edited from the Tracking tab, the Patient Account, or the Claims + A/R tab in the Billing Center. Current Charges can be voided from the Patient Account only.

Edit Current Charges from the Tracking Tab

To edit current charges from the Tracking tab:

  1. Ensure that the checkbox to Show Billing Reconciliation is selected
  2. Navigate to the Posted charges section
  3. Select a Charge Line and click the Edit button . The Add/edit Charges window is displayed.

  1. Make any necessary changes
Note: Some of the items that can be edited include CPT codes, modifiers, charge amounts, diagnosis codes, place of service, service dates, and providers. Changes can also be made to the items in the Other items tab. For more information on those fields, click here. If you are making edits, make sure that they are inconsistent with the provider's visit note and that the provider creates an addenda to the note.
  1. Click the Save or Save + Queue button depending on your practice's workflow.

Edit Current Charges from the Patient Account

To edit charges from the Patient Account:

  1. From the Smart Toolbar, click the Acct button 
  2. Click the Charges tab
  3. From the Current (Posted) Charges/Payments section, select the Charge . You only need to select one line for the date of service. 
  4. Click the Edit button. The Add/edit Charges window is displayed.

  1. Click the Edit (pencil icon) button
  2. Make any necessary changes
  3. Click the Save or Save + Queue button depending on your practice's workflow

Edit Current Charges from the Billing Center

To edit charges from the Claims + A/R tab of the Billing Center:

  1. From the Smart Toolbar, click the Billing button 
  2. Click the Claims + A/R tab
  3. From the Stage drop-down menu, select Not Daysheeted, new claims only
  4. If you know which claim needs to be edited, select it. Otherwise, click the small plus sign next to the claims you would like to review and select a Claim.
  5. Click the Edit (pencil icon) button. The Add/Edit Charges window is displayed.
  6. Make any necessary changes.
  7. Click the Save or Save + Queue button depending on your practice's workflow

Void Current Charges

Warning: Before proceeding with the process for voiding current charges, be aware that there is no audit trail or tracking of charges that have been voided. 

 If you determine that current charges should be voided, this can be done from the Charges tab or the Claims tab of the Patient Account.

Void Current Charges from the Charges tab of the Patient Account

  1. Navigate to the Charges tab of the patient's account
  2. Navigate to the Current (Posted) Charges/Payments section of the window
  3. Select the Charge Line that you want to void. If more than one Charge line needs to be voided, select them one at a time.
  4. Click the red minus sign to void a single line or - All to void all lines 
Warning: Current payments and adjustments will also be displayed in the Current (Posted) Charges/Payments section of this window. If payments and/or adjustments are shown, and you select -All, the payments and/or adjustments that are listed will also be voided.
  1. Click the OK button in the Confirmation box to Delete ALL current transactions
Note: If your intention is to void current charges because they were posted in error, refer to Unposting Superbills for instructions on how to revert charges to unposted.

Void Current Charges from the Claims tab of the Patient Account

  1. Navigate to the Claims tab of the patient's account
  2. Click the small plus sign to expand the claim where the charges should be voided if the claim is not already expanded. Notice that the transactions are displayed in blue text, indicating they have not yet been included on a daysheet.
  3. Select the Charge Line that should be voided. If more than one Charge line should be voided, select them one at a time.
  4. Click the - Void button to void a single line
  5. Click the OK button in the Confirmation box to Delete the highlighted transaction
Version 14.8

Overview

Current charges (charges that have not yet been included on a daysheet) can be edited from the Tracking tab, the Patient Account, or the Claims + A/R tab in the Billing Center. Current Charges can be voided from the Patient Account only.

Edit Current Charges from the Tracking Tab

To edit current charges from the Tracking tab:

  1. Ensure that the checkbox to Show Billing Reconciliation is selected
  2. Navigate to the Posted charges section.
  3. Select a Charge Line and click the Edit (pencil icon) button. The Add/edit Charges window is displayed.

  1. Make any necessary changes.
Note: Some of the items that can be edited include CPT codes, modifiers, charge amounts, diagnosis codes, place of service, service dates, and providers. Changes can also be made to the items in the Other items tab. For more information on those fields, click here. Be sure that if making edits that are inconsistent with the provider's visit note, that the provider creates an addenda to the note.
  1. Click Save or Save + Queue depending on your practice's workflow.

Edit Current Charges from the Patient Account

To edit charges from the Patient Account:

  1. From the Smart Toolbar, click the Acct button 
  2. Click the Charges tab
  3. From the Current (Posted) Charges/Payments section, select the Charge You only need to select one line for the date of service. 
  4. Click the Edit button. The Add/edit Charges window is displayed.

  1. Click the Edit button
  2. Make any necessary changes
  3. Click the Save or Save + Queue button depending on your practice's workflow.

Edit Current Charges from the Billing Center

To edit charges from the Claims + A/R tab of the Billing Center:

  1. From the Smart Toolbar, click the Billing button 
  2. Click the Claims + A/R tab
  3. From the Stage drop-down menu, select Not Daysheeted, new claims only.
  4. If you know which claim needs to be edited, select it. Or, click the small plus sign next to the claims you would like to review and make your selection.
  5. Click the Edit (pencil icon) button. The Add/edit Charges window is displayed.
  6. Make any necessary changes
  7. Click the Save or Save + Queue button depending on your practice's workflow

Void Current Charges

Warning: Before proceeding with the process for voiding current charges, be aware that there is no audit trail or tracking of charges that have been voided. The charges simply disappear from OP 14. If charges are voided in error, you would have to manually add them back in. For instruction on manually adding charges, click here.

 If you determine that current charges should be voided, this can be done from the Charges tab or the Claims tab of the Patient Account.

Void Current Charges from the Charges tab of the Patient Account

  1. Navigate to the Charges tab of the patient's account
  2. Navigate to the Current (Posted) Charges/Payments section 
  3. Select the Charge Line that should be voided. If more than one Charge Line should be voided,  to select them one at a time.
  4. Click the red minus sign to void a single line or - All to void all lines in the Current (Posted) Charges/Payments section.
Warning: Current payments and adjustments will also appear in the Current (Posted) Charges/Payments section of this window. If payments and/or adjustments are shown, and you select -All, the payments and/or adjustments that are listed will also be voided.
  1. Click the OK button in the Confirmation box to Delete ALL current transactions.

Void Current Charges from the Claims tab of the Patient Account

  1. Navigate to the Claims tab of the patient's account.
  2. Click the small plus sign to expand the claim where the charges should be voided if the claim is not already expanded. Notice that the transactions appear in blue text, indicating they have not yet been included on a Daysheet.
  3. Select the Charge Line that should be voided. If more than one Charge Line should be voided, you will need to select them one at a time.
  4. Click the - Void button to void a single line
  5. Select OK button in the Confirmation box to Delete the highlighted transaction