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Version: 3.1

Update or retire a charge item definition

Overview​

This flow describes how to change the details of a charge item definition in Care. It also describes how to retire a charge item definition that your facility no longer uses.

Pre-requisites​

  • You are a member of the facility.
  • The charge item definition is created in the facility.
  • If you want to retire the definition, its status is not Retired.
  • You have the permissions listed below.

Permissions​

PermissionAccess
Can Read Charge Item DefinitionLets you open the charge item definitions of your facility.
Can Create Charge Item Definition on FacilityLets you update or retire a charge item definition.

Steps​

1. Open the charge item definition​

Go to the facility.

Click Settings.

Click Charge Item Definitions.

Open the category that holds the definition.

Open the charge item definition that you want to change.

2. Update the details​

Click Edit.

Change the details of the charge item definition.

Click Update.

Note: The Update button stays disabled until you change a detail.

Note: Press Shift+Enter to submit the form. Press Escape to cancel.

3. Retire the charge item definition​

Do this step only if you want to stop the use of the charge item definition.

Click Delete. Care shows this button only while the status of the definition is not Retired.

Care opens the Delete charge item definition dialog.

Click Confirm.

Note: Care does not remove the charge item definition. Care sets its Status to Retired.

Expected Outcome​

  • Care saves your changes to the charge item definition.
  • After you click Confirm, Care sets the Status of the charge item definition to Retired.
  • Care shows a message that confirms the change.

Concepts:

Flows: