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
    - This will update the service end date too. We will edit that next.

  3. Click on 'Revise'

  4. In the box that pops up, change the service end back to the original end date

Prorating Invoices from service end date

  1. Go into the patient's invoices tab and click on the issued invoice

  2. Click on 'Revise'

  3. In the box that pops up, change the service end

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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