and select the dates using the pop-up calendar.
Schedule Release is used for visits that are performed by a discipline that has "Scheduling Release Process" selected as the Visit Behavior (in Reference Files | Discipline Codes). If the Schedule Release Process is associated with a discipline code, all corresponding visits associated with that discipline code must be released using Schedule Review before they can be billed.
1. From the Main Menu, click Tools and then select Schedule Review.
2. In the From and To fields, enter dates in the mm/dd/yyyy format. Or, click and select the dates using the pop-up calendar.
3. Select filter options to narrow the search, and then click 
to display the list at the bottom of the window.
4. Click 
to open the Schedule Update screen and display the list of results in edit mode.
5. Click the arrow beside the Status field and select Released.
6. Click 
to make the charges available for billing purposes in Charge Entry. If applicable, a report will automatically display listing any visits that could not be released because a payor is not assigned. Users are able to print this report for convenience, so the problems can be resolved.
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Any visits requiring the same change can be grouped together by clicking the boxes next to the desired visits to select them, and changed in bulk. |
