Process Date Override

If you have not entered the Process Date during the transaction in Batch Maintenance window, the process date assigned to all transactions in the batch is as follows:

• Auto Close - Process Date = Current System Date
• Manual Close - Process Date = Current Process Date (displayed when the close is performed)

When you enter a process date in the Batch Maintenance window, the process date that the application assigns to all transactions in the batch is:

• Auto Close - Process Date = Date Entered in Batch Header
• Manual Close - Process Date = Date Entered in Batch Header

• 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 which is the last entered for the encounter.
  • Only users with the correct rights and permissions can change the process date.
  • Users without security rights can view 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.