Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

Version 1 Current »

Change Highlights:

  • Added Appointment ID Filter to Non EVV View

  • Moved the Appointment ID column from last to first order

  • Reordered validation column in appointment list export

Appointment ID Filter Added to Non EVV Billing View

Good to Know:

  • Both Series id’s and single occurrence appointment id’s can be searched

  • Enter only “number” format. System will not recognize letter characters

  • This filter is also an option in the EVV Billing View

Single Occurrence Appt ID Search

Enter Appointment ID for single occurrence appointments

Good to Know:

  • The system does not require the Appointment Date From and To fields be entered since a single occurrence appointment has its own unique ID.

  • A single occurrence appointment can be created when:

  1. User creates appointment that is not recurring

  2. User verifies or completes a session note for an appointment that was part of the series, which results in the system creating a unique appointment id.

Series ID Search

  • The system requires the Appointment Date From and To fields to be entered since the appointment series can include appointments that exceed a 92 day period.

If there are appointments that have both a series ID and Appt ID, the single occurrence Appt ID will display be displayed in the Appt ID column

  • No labels