If you have security rights for the Batch Process Date Override function, the Process Date Override field appears in the Batch Maintenance window.
From the main toolbar, select the Posting icon.
Select the applicable batch.
Select New and then select Batch.
The Batch Maintenance window opens.
All transactions attached to the batch have a process date displaying in the Process Date field in the Batch Maintenance window.
If you leave the Process Date field blank, the process date is the current date.
The following list of rules and conditions control how the Process Date Override function and the Process Date Override field are used:
You cannot select a date greater than the current date.
You can override the process date for any new charge added per line item.
The Process Date Override is the date last entered per the encounter.
Only users with the correct rights and permissions can change the process date.
Users without security rights see only the Process Date Override field when they view a charge with a Process Date Override entered by a user with security rights. They cannot edit the date.
The 24-hour rule applies to the Process Date Override. The 24-hour rule is based on the Create Date instead of the Process Date. The application compares the Create Date to the current date; if they are different, the 24-hour lock-down period applies to the charge. If the 24-hour rule applies to a charge, no edits or changes can be made to it.
When you use auto adjustments and create or update a charge and override the process date, the process date for the auto adjustment matches the process date for the charge.
When reversing a charge or voiding a charge, the adjustment and reversed charge the current process date is applied.
