When adding an item or service to a patient's invoice, there's now a new feature that allows you to record the administered date for that particular item or service, that's separate from the invoice's created date.
Adding an Item at Checkout
1. Once on the desired patient's record, click the Checkout tab, to start or modify the invoice.
2. In the section at the top of the screen, select the corresponding chart note, assign a provider, and type the desired item or service into the Item field. Select the item or service from the drop-down menu, and modify the quantity field if greater than 1. Then click Add Item.
Editing an Item at Checkout
1. Once on the desired patient's record, click the Checkout tab, to modify the invoice.
2. Find the item or service you wish to modify, and click the Edit/Pencil. Adjust the Administered date for that item or service, and click the Checkmark/Save when finished.
Important Note:
- For Medication items, if the administered date is changed on the checkout screen, that date will need to be manually updated in the Medication widget & Reminder widget.
- For Vaccine items, if the administered date is changed on the checkout screen, that date will need to be manually updated in the Reminder widget.
Helpful Tip
For more information about the Checkout screen, check out Checkout: Register Breakdown