Modifying an Item

To change an actual item's details, either slow double click in the item fee field or double-click on the item at the top right of the Account History and the Edit Sale window will open.

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In this window, you must first click the Edit button before you can change anything. This is to prevent you accidentally overwriting an entry.

You can:

•	Change the Provider of the service in case you have accidentally billed it to the wrong provider

•	Change the fee, as long as the invoice has not already been paid or the fee is greater than the amount paid.

•	Change the item number if the wrong item number has been billed

Note: Changing the item number does not automatically change the fee as well. You need to manually adjust the fee.

•	Change the number of patients seen if this was for a hospital or nursing home visit

•	Change the Service Date and Time, and whether or not the service was an inpatient service or not

•	In the bottom left of this screen is the Batch number. If this item has been batched to Medicare, DVA or another organisation, then the Batch number will be inserted here. Deleting the Batch number automatically removes this item from the Batch.

•	You can also enter a note into the Notes field e.g "second visit", if you are manually batching.

•	If you are using HIC Online a number of other options also appear in this window relating to inpatient services, same day services etc.

Once you have made the necessary changes click the Save button to close this window.

Note: Changes made in this way create an audit record which can be traced back to the date and time of the change and the log-in name of the person making the changes (File > Maintenance & Reports: Administrator).

Note: You can password-protect the ability to change invoices in this way by ticking the Password Protect Billing Changes button in the Practice Preferences record. Assuming the practice Administrator has assigned him/herself a password, then only those people knowing this password will be able to make changes. It would be prudent to change this password on a regular basis.