For Invoices that have already been issued:

Prorating Invoices from service start date

  1. Go into the patient's invoices tab and click on the issued invoice
  2. Change the dates for the coverage start date by changing the date highlighted in blue
  3. Change the amounts by clicking on "Revise Invoice", then "Revise Amounts" and inputing the accurate dates (as shown below)

Prorating Invoices from service end date

For Invoices that are in Draft mode:

To prorate a charge item it needs to have a time unit of measure. Charge items that have a time unit of measure need to be added to your charge item list before they can be used on an invoice

Prorating Invoices from service start date

Prorating Invoices from service start date

  1. From the patient's 'Invoice' tab click '+ New Invoice'
  2. Add a charge item from your charge item list
  3. Click the underlined service date and select a new service end date
  4. The charge item amount will be calculated to only include the time covered
  5. Save the charge item and issue the invoice
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