When charges are added before a patient's appointment, either manually or with a billing or appointment profile, they will appear grayed out in the Live Claims Feed. They will not appear in any report until the services are rendered.
You can still make updates when it is in this grayed-out state. The muted tone alerts you that the charge is for a future appointment and will not be included in any report that is run.
Patient Payments for future appointments will be held in the unallocated bucket until the date arrives and the services are rendered.
- Navigate to Billing > Live Claims Feed
- Boxes that can be edited include:
- Code/Check Date
- Modifiers
- Qty/Min
- Dx Pointers
- Price