How To: Pencil Edits, Who Can Edit & How

Certain users have the ability to make pencil edits to documents without needing to open each document individually. This allows for quicker updates to key fields.

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Who Can Make Pencil Edits?

• Super Admins
• Billing Managers (any role)

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How to Use Pencil Edits

1. Navigate to the Documents Page

   • Go to Documents from the main menu.

2. Identify Editable Fields

   • The following fields can be edited directly from the document list:
     • Service
     • Place of Service (POS)
     • Diagnosis (Dx)

3. Locate the Pencil Icon

   • In each of the above-mentioned columns, you will see a pencil icon next to the current listing.
   • Click the pencil icon to make edits.

4. Edit Field Data

   • A modal will appear allowing you to update the selected field:
     • Service: Displays a list of available services to choose from.
     • Place of Service (POS): Lists all available POS options.
     • Diagnosis (Dx): Shows the client’s current/active diagnoses to select from.

5. Save Changes

   • Once the correct option is selected, confirm and save the changes.

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Note: Pencil edits streamline document updates but should be used carefully to ensure billing and documentation accuracy.

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