MANSOQ Billing
Move charge items to another account
This flow describes how to move one or more charge items from one account to a different account of the same patient. Use this flow when staff add charge items to the wrong account. Pre-requisites - The patient has the account that holds the…
3.1 · versioned documentation · 2 min read
Overview
This flow describes how to move one or more charge items from one account to a different account of the same patient. Use this flow when staff add charge items to the wrong account.
Pre-requisites
- The patient has the account that holds the charge items you want to move.
- The patient has a second active account that receives the charge items.
- The charge items you want to move are still Billable.
- You have the permissions listed below.
Permissions
| Permission | Access |
|---|---|
| Can Update Charge Item | Lets you move charge items to another account of the same patient. Facility Admin and Admin have this permission. |
Steps
1. Open the Charge Items tab of the account
Open the account that holds the charge items. Select the Charge Items tab.
2. Select the charge items to move
Select one or more charge items in the list. Each selected charge item must have the status Billable.
3. Start the account change
Click Change Account.
4. Select the destination account
Select the account that receives the charge items. The destination account must be another active account of the same patient.
5. Confirm the move
Confirm the change. MANSOQ moves the selected charge items to the destination account.
Expected Outcome
- The selected charge items appear in the destination account.
- The selected charge items no longer appear in the source account.
- MANSOQ updates the totals of the source account and the destination account.
Related
Concepts:
Flows:
Source evidence
References are pinned to the private MANSOQ source repository. Repository access is required to open these links.