Flows/Edit a charge item

flowbillingCARE 3.0+

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.

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.

Permission	Access
Can Update Charge Item	Lets you change the details of a charge item. Facility Admin and Admin roles have this permission.

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.

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.

Change the fields that you want to update.

Component	What it captures
Title	The name of the charge item.
Quantity	The number of units of the charge item.
Price components	The base price, the surcharges, the discounts, and the taxes of the charge item.
Note	Extra information about the charge item.

Save your changes.

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