If a service is in a purple color, that means it has not been billed out yet, or it has been set to rebill. An office can edit any service that is in purple.
If a service is in yellow, blue, or green - that means it is part of an active invoice/bill, and cannot be edited. You have to set their service to rebill first in order to be able to edit it.
Here are the steps:
Navigate to the patient's ledger.
Click on the Insurance History tab.
Scroll to the DOS and click Set to Rebill on each service that you need to edit and then rebill.
***DO NOT CLICK NEW BILL***
Save.
Click back on the ledger tab.
Click on the green refresh button at the top left of the ledger.
Click on the edit button (looks like a pad and pencil) that is under the edit column, and make the desired changes > save changes.
Then the dates of service are edited and ready to be taken through the entire billing process in ChiroHD.
