Add Chart Item options are missing or incomplete

Missing "Add Chart Item" Options

When the Add Chart Item options are missing or incomplete then that usually means that there is an issue somewhere on the client's information page. It may also mean the client does not have a current authorization or prior authorization.
  1. View the client's Chart Information and determine if this client has an active Preauth Request or Service Plan in place. This is most easily accomplished by looking at the "Chart Authorizations" section at the bottom of the client's chart. If the top right date is in the future then they have an active Preauth Request or Service Plan. If they have an active Service Plan double click on the top line under Chart Authorizations and/or view the plan itself and verify that the service you want to document is listed. The client Service Plan or Preauth Request is one of the criteria which determine which options that show up under Add Chart Item for the client.
  2. View the client's Client Information by clicking the "View Client" button and check to be sure that the client has a program listed, and that at least one of the programs expires in the future. It is very common to set the program Effective and Expires dates to 01/01/1900 and 12/31/9999 so that the program will always be active for the client. The client program is one of the criteria which determines what type of items you can see under Add ChartItem. (MH, INT, SA, etc). 
  3. Check to be sure the client has a facility listed. 
  4. Check to be sure the client has at least one user listed. 
  5. Check to be sure the client has at least one payer, and that for at least one of the Client Payers lines the Effective date and Expires date are active. 
  6. Check to be sure that there is a line under Client Eligibles that has the name of the payer and that the Effective and Expires dates are current. If the payer line dates don't match the associated eligible line dates, that means the payer has told us that the client is not longer eligible. If they are not current, or if there is no line under Client Eligibles, you can override the information by double clicking on the Client Payer, then add a space to the end of a text field (like the client's first name) using the spacebar on your keyboard, and click save. This is something we call a "non-save", which means you're forcing ChartCaddy to update this payer, even though no real changes were made. Simply clicking the save button will not update the payer, you must add a space to a text field. 
  7. If there are still no options at all, or only very limited options, check to determine if your or your provider's credentials are expired in the user settings section. Access this by clicking on settings on the navigation tree, or by going to Settings > Users > Your (or other provider's) name. Verify that you or your provider has a User Class, Facility, and that any/all credentials are entered with accurate effective and expiration dates. 
NOTE: If the problem persists, please contact support with what service you are expecting to see and either a ChartCaddy client ID number or payer ID number to identify the client.