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jPROG CAREWare Support PortalAs of build 111, user's can edit services rather than having to delete them and then add a new service. In prior builds user's could edit units, the price, and custom fields, however starting in build 111 all service fields can be edited. User's can edit the service date and then enter a contract or jump to the services first to select a different service.
To edit a service, follow these instructions:
- Click Services.
- Click a service.
- Click View.
- Click Edit.
- Click the Date.
- Select a date in the calendar.
- Select the Contract.
- Select the Service Name.
Once the Service Name is selected, the default Units and Price are updated based settings in the Contract selected. All Custom Service Fields are replaced with those active for the current selected service. - Complete the remaining fields as needed.
- Click Save.
Note: The
Contract list is based on the
Date selected. If a contract is missing from the list after changing the Date, verify the contract's
Start Date and
End Date under
Contract Management. The
Service Name list is based on the
Contract selected. Only the subservice active for the
Contract selected appear in the
Service Name list, unless the
Contract is blank. If a service is missing from this list, activate the subservice for a contract item in the selected contract under
Contract Management.
If the Date is changed to a
Date prior to the Start Date or after the
End Date of the
Contract previously selected in the edited service record, the
Contract name is removed and left blank. User's can start by selecting the
Service Name first if they choose. If the
Service Name is selected first, the
Contract list is updated based on the
Service Name selected.
By selecting the
Service Name first, the Contract list is populated based on contracts this service is active for as of the
Date selected.
When editing services it is important to consider the effect on custom service fields. If the
Service Name remains the same when the edited service is saved, the custom values are retained. If the
Service Name is changed, the custom service values are blank allowing a new entry.
Here is an example for a custom service attachment record.
In this case, the
Service Name A/O Medical Care has an attachment.
If the
Contract is changed and the
Service Name remains the same after the edit, the attachment remains for the service.
In this case, the
Service Name was changed during the edit.
The document attached to the other service is no longer in the
Attachment List. A new document can then be uploaded if needed.
Click
here to download these instructions.
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