For staff with the appropriate permissions, Activity Errors can be found in the Utilities drop-down tab.
Identifying information will show at the top of the screen: Client name and ID, Start Date and Time of the Activity, & Document Type | ||
Edit Actions |
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Minutes |
Enter the actual minutes that should be on the note. The current value is listed to the right. | |
Primary DSM |
Enter the Primary DSM that should bill out on this note. The current value is listed to the right. | |
Actions |
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Unsign Document |
This option removes any signatures for the document and puts that document in a fully editable state. | Typically, this is only done when there is an ERROR on the document that cannot be addressed through the addendum process. |
Update Units/DSM |
This option must be selected when changing either the DSM or Minutes. | |
Unsign Document & Change Date |
Use this option to unsign the note. After the system performs the un-sign, you are taken directly to the Schedule edit screen where you can update the date/time of the scheduled event. | |
Recoup Staff Paid |
Choose this option when a unit based employee was paid for a service that was delivered. This is used if the service did not happen, or if the units were wrong and the intent is to pay them again when the service is completed and signed with the corrected data. | |
Delete |
Delete the activity as if it has not been put into the system. | This option should be used rarely. |
Billing Actions | ||
| Send to Billing as Pro-Bono | Choose when you want to write that service off as a loss. No other action can be taken. No monies will be collected. When chosen, you must enter a comment to justify the write-off. |
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| Bypass Failed Activities | Choose when the intent is to bill that service to the Payor of Record - the system will treat this service as if the failed activity did not exist and bill it. When chosen, you must enter a compliance reason. |
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