Change Place of Service on Client Invoice

Place of Service refers to the Code used in Insurance billing (CMS 1500 box 24b) and is related to the appointment type. See Location, Place of Service & Location Groups for more information. The default Place of Service is selected to auto-populate on the corresponding Date of Service's Invoice. See Set Default Place of Service for Your Organization for more information. 

This article shows you how to change Place of Service on Client Invoice. For information on how to change it on a Progress Note, see Set or Edit Place of Service on Progress Note.

Edit Place of Service on the Invoice

1. Locate Client and open Client Profile.
2. Click Ledger in side navigation. 
3. Click appropriate tab to locate Invoice.
   
    
4. Click Select an Action for desired Invoice.
5. Click View Details.
6. In Place of Service column for appropriate Invoice, click drop down and select new Place of Service.
   
    

   NOTE: This action will automatically update the Place of Service on an unsigned Progress Note. The following Message will display:

   

7. Click Save to save and return to the ledger or the Save drop-down to:
   • Save & Accept Payment
   • Add To Claims Awaiting Submission
     or
   • Save and Stay on Invoice
     

Related Article: Set or Edit Place of Service on Progress Note

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