Using the Unassigned Items Report to Correct Unassigned Service Charges

How can I revolve my unassigned service charges? 

First, drag the Unassigned Item(s) to the appropriate payer or invoice. If the invoice has already been authorized, you must open the invoice and un-authorize it before you will be able to drag the Item to the invoice.

If the Unassigned Item is an exact duplicate of the Item assigned on the invoice, and that charge was manually added, then it should merge into one item.

TIP: To merge, make the invoice pending and drag the charge over to invoice. If merged, it will not add an additional line item or amount to the invoice.

If Unassigned Charge is Unable to Merge:

If Unassigned Item is different than Item invoiced

If the Unassigned Item is different then the Item invoiced it will not merge and clarification would need to be done as to which is the proper service line item (the one on the invoice or the one not billed).

If the correct charge is the one on the invoice, you will need to un-sign the encounter, and change the code within the Coding workflow step. After the invoice is in a pending state, you will then slide the new code(s) over to merge with the invoice.

If the invoice item is incorrect then make the invoice pending, remove those line item charges and slide the correct unassigned charges over.  

If Unassigned Item is the same as the Item invoiced

If a line item is the same, but it will not merge, the only way to correct it is to remove the line items on the invoice and slide the charges from the Unassigned List over.  

TIP: If removing a charge it will remove all transfers and write offs from the invoice and these would need to be entered again.  If you receive an error message when removing code, please follow removing an item instructions.

If charges are not accurate & need to be removed

If the charges are not accurate and they need to be removed, you can drag the charges to a new invoice, then manually write-off the charges. If you do so, make sure you have a specific write-off reason for these Unassigned Charges. This will increase and decrease your Sales Report for a net of zero, and will increase the quantity to one for each of these charges.