This article provides troubleshooting tips for assessing and resolving common charge slip issues.
Guided steps
Issue 1: Can't sign the charge slip/ can't find it
If you can’t sign the charge slip or there’s no charge slip for your session, follow these steps:
- On the patient's chart, hover over the ellipses in the top right of the timeline until a filter icon pops up, then click the filter icon.
- When the filter menu opens, scroll down (past the provider list) and select Include No Shows and Cancellations, then select Apply.
- You'll now be able to see all canceled and no-show sessions for that patient on the timeline. Canceled sessions have a circle with a line through them, no shows have a circle with an X.
Once you apply this filter to one patient’s chart, it will stay on for all charts.
Issue 2: The note is linked to a canceled session
If the note you just wrote is underneath a session with a line or X through it, then it is linked to a canceled or no-show session. You can click on the clipboard icon to pull open your note and verify it’s the one you’re looking for.
Issue 3: The note is not linked to any session
If you see that your note (and possibly your prescription) are under a date header with no appointment name next to it, there will not be a charge slip available.
Solution:
For both issues 2 and 3, the solution is to link the note (and prescription) to the right session:
-
Click the ellipsis in the top right of the patient’s chart
- Click the Chart Maintenance icon
- Find the note in the table on the right and click it. It will become highlighted.
- In the timeline list on the left, click the session that the note should get linked to. It will also be highlighted
- Click the Link to Selected Tree Item, and the note will now move to the session you selected. You’ll need to close and reopen the patient’s chart to confirm that the note was moved. You can do the same thing for a prescription if needed.
Updated