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Version: 3.1

Move charge items to another account

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​

PermissionAccess
Can Update Charge ItemLets 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. Care 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.
  • Care updates the totals of the source account and the destination account.

Concepts:

Flows: