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Version: 3.1

Cancel a charge item

Overview​

This flow describes how to cancel a charge item in Care. You give a reason for the cancellation when you change the status.

Pre-requisites​

  • Someone added the charge item, and its status is Billable.
  • If the charge item is attached to an invoice, that invoice is still a draft. You cannot cancel a charge item that is attached to an issued or balanced invoice. Cancel the invoice first.
  • You have the permissions listed below.

Permissions​

PermissionAccess
Can Cancel Charge ItemLets you cancel a charge item. Facility Admin and Admin have this permission.

Steps​

1. Open the row menu​

Find the charge item in the list. Open the row menu on the charge item's row.

Note: The status options are available only while the charge item's status is Billable.

2. Choose a new status​

Choose the status that gives the reason for the cancellation. Care shows these reasons:

  • Not Billable
  • Aborted
  • Entered in Error

3. Confirm the change​

Confirm the change. Care applies the new status to the charge item.

Expected Outcome​

  • The charge item shows the new status.
  • If the charge item is attached to a draft invoice, Care removes it from that invoice.
  • Care updates the totals of that draft invoice.

Concepts:

Flows: