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How to Bypass the Overnight Process: Change Services from Show to Complete

Step by step video guide here:

The overnight billing process checks all services in show status for requirements. If all requirements for the service are met (e.g. includes a billing diagnosis, able to find a matching rate, client financial history is completed, etc.), the overnight job marks the service as complete, creates a charge, and then moves on to the next steps in the billing process. 

Sometimes, a service may need to be reviewed and made into a charge sooner than when the next overnight billing job is scheduled to run. A user may manually start this process by changing the status of the service to complete, following the steps below. This effectively kicks off the requirements check for that particular service.  

  1. If the service does not have all requirements met (e.g. missing a billing diagnosis), the status will be reverted to “Show” and any service errors will show. The next time the overnight job runs, this service will be rechecked for service requirements.  
  2. If the service does have all the requirement met, the status of the service will be changed to “Complete”. This creates a charge. Then, when the overnight job runs, this service will not be rechecked for service requirements, as this check has already been completed and a charge has been created, but instead will simply move on to the next steps in the billing process.  

While CalMHSA recommends using the overnight billing job, there are times when this check needs to be manually run, often due to billing deadlines. This process allows a user to manually run this first check. To manually kick off the next check, see How to Bypass the Overnight Process: Set Charges to Ready to Bill.  

  1. Click on the Search icon
  2. Type Services
  3. Click Services (My Office) This will show services for all Services (Client) will show services only for one client.
  4. On the Services List Page, click the All Services Statuses drop-down arrow and select the status of Show.
  5. Select a DOS From and To dates.
  6. Select any other filters that you need to get the appropriate Click Apply Filter.
  7. Click Select  All. 
    1. Click the check box to select the appropriate services.
  8. Click the Action drop down  menu.
  9. Click on Complete.
  10. Click This will change all services from “Shows” to “Complete” status.