CAREWare 6 Editing Services
Modified on Wed, 13 Mar 2024 11:52 by Kevin Ricciardo — Categorized as: Uncategorized
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As of build 111, user's can edit services rather than having to delete them and then add a new service. In prior builds user's could edit units, the price, and custom fields, however starting in build 111 all service fields can be edited. User's can edit the service date and then enter a contract or jump to the services first to select a different service.
To edit a service, follow these instructions:
Click
Services
.
Click a service.
Click
View
.
Click
Edit
.
Click the
Date
.
Select a date in the calendar.
Select the
Contract
.
Select the
Service Name
.
Once the
Service Name
is selected, the default
Units
and
Price
are updated based settings in the Contract selected. All
Custom Service Fields
are replaced with those active for the current selected service.
Complete the remaining fields as needed.
Click
Save
.
Note: The
Contract
list is based on the
Date
selected. If a contract is missing from the list after changing the Date, verify the contract's
Start Date
and
End Date
under
Contract Management
. The
Service Name
list is based on the
Contract
selected. Only the subservice active for the
Contract
selected appear in the
Service Name
list, unless the
Contract
is blank. If a service is missing from this list, activate the subservice for a contract item in the selected contract under
Contract Management
.
If the Date is changed to a
Date
prior to the Start Date or after the
End Date
of the
Contract
previously selected in the edited service record, the
Contract
name is removed and left blank. User's can start by selecting the
Service Name
first if they choose. If the
Service Name
is selected first, the
Contract
list is updated based on the
Service Name
selected.
By selecting the
Service Name
first, the Contract list is populated based on contracts this service is active for as of the
Date
selected.
When editing services it is important to consider the effect on custom service fields. If the
Service Name
remains the same when the edited service is saved, the custom values are retained. If the
Service Name
is changed, the custom service values are blank allowing a new entry.
Here is an example for a custom service attachment record.
In this case, the
Service Name
A/O Medical Care has an attachment.
If the
Contract
is changed and the
Service Name
remains the same after the edit, the attachment remains for the service.
In this case, the
Service Name
was changed during the edit.
The document attached to the other service is no longer in the
Attachment List
. A new document can then be uploaded if needed.
Click
here
to download these instructions.
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