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Version: 3.1

Edit a charge item

Overview​

This flow describes how to change the details of a charge item in Care. You can edit a charge item only while its status is Billable.

Pre-requisites​

  • Someone added the charge item, and you open it from an appointment, a service request, or an account.
  • The status of the charge item is Billable.
  • You have the permissions listed below.

Permissions​

PermissionAccess
Can Update Charge ItemLets you change the details of a charge item. Facility Admin and Admin roles have this permission.

Steps​

1. Open the charge item​

Go to the Charge Items tab of the appointment, the service request, or the account.

Find the row of the charge item that you want to change.

2. Open the row menu​

Open the row menu on the charge item's row.

Select Edit.

Note: The Edit option shows only while the status of the charge item is Billable.

3. Change the details​

Change the fields that you want to update.

ComponentWhat it captures
TitleThe name of the charge item.
QuantityThe number of units of the charge item.
Price componentsThe base price, the surcharges, the discounts, and the taxes of the charge item.
NoteExtra information about the charge item.

4. Save the charge item​

Save your changes.

Expected Outcome​

  • Care updates the charge item with the new details.
  • The Charge Items tab shows the updated title, quantity, price components, and note.

Concepts:

Flows: