Change CPT Detail for created transactions

To change the "Service Description" or the "Service From" and "Service To" dates on a detail line from a CPT transaction after the transaction has been created: 

• 1. Go to Medical/Expense Payment history and find the transaction you want to update.

  2. Right Click on the detail line item you wish to update and a pop up screen will appear with the information to be changed (see below).

  3. Change the information and press "Update"

Note: You can not change the amount billed, amount paid, units or other monetary values for the detail line item since it would change the total amount paid on the parent transaction.  If the total amount paid for the transaction or detail items need to be changed, void the transaction and re-enter the bill.