Editing Lesson Notes After Billing

Editing Lesson Notes After Billing


Notes

Note: Best practice is to ensure that a Lesson Note is complete and accurate prior to Approving the Lesson Note and billing its associated appointment.



There are instances in which a DC Lesson Note needs to be corrected after it has been Approved.

If the associated PM appointment has not yet been billed, this note can simply be “Un-approved” and then edited while in Pending status.

However, if its associated appointment has been billed in PM, the Lesson Note becomes “locked” from the “Unapprove” action. In these scenarios, additional steps need to be taken in order to correct the Lesson Note:


  1. In PM: Navigate to AR Manager and locate the claim that has the appointment/Lesson Note needing corrections.

  2. In PM: Release the Claim from billing. This will enable the "Unapprove" action in DC. 

  3. In DC Web: Un-approve the Lesson Note needing corrections

  4. In DC Web: Edit the Lesson Note as needed

  5. In DC App: Staff who originally submitted the note will need to re-sign the Edited note to attest that the corrections are true and accurate

  6. In DC Web: Re-approve the note after it has been re-signed

  7. In PM: “Fake Bill” the released claim to ensure accurate financial record-keeping