Changing the Service on an existing Chart Item

Changing the Service on an existing Chart Item

You can change the service for an existing chart item without having to delete the chart item and start over. This is particularly useful in situations where the wrong type of service was selected by accident. For example, if a Moderate Complexity (initial) plan was selected but a Low Complexity (extension) plan was needed instead, it is easier to change the service than to redo the plan.

NOTE: The chart item must have a status of Draft in order to change the service.

To change the service for a chart item:
  1. Open the client's chart. It should say Chart Information at the top of the page.
  2. Double click on the Draft chart item you wish to change to view it.
  3. Click on the Change Service button near the bottom of the page on the right.
  4. Select which new service you would like to change the chart item to.
  5. Be sure to click Save.