Propagate a Service Location to Existing Appointments

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  3. Propagate a Service Location to Existing Appointments

On the main Clients screen of NPAWorks:

  1. Double-click on the Client’s name. The Client’s Record will open.
  2. Go to the “Contracts” tab.
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  4. On the bottom left of this screen is the field “Service Location.” This is the physical address where service is authorized to be rendered.
  5. Click on the propagation icon.
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  7. A window titled “Location and Place of Service Code Propagation” will popup.
    1. t the top of the screen:
      1. Use the pull down menu in the “Service Location” field to choose the location you wish to push through to appointments.
      2. Choose either the “Update all existing appointments” or “Update all existing appointments on or after:” NOTE: If you choose to only propagate appointments on or after a specific date, be sure to enter the date. (This option should be used for changes of address.)
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      4. The propagation is set by default to: update all appointments, the appointment location and Place of Service Code, and always override existing values in the appointment fields. You have the ability of changing these options by clicking on the pull down menu for the “Update” and “When” fields. (See illustrations below.)
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      6. Finally, all the services under the contract will be listed in the bottom of the screen. By checking or unchecking the box next to each service you can either include or exclude them from having the appointments associated with them updated.
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  8. Once you have made all your choices, click “OK.
  9. Click “OK” to save and close the record or the save icon to save your changes and leave the record open.

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