Our office realized we missed posting a procedure for a patient’s visit. We entered the procedure today. The claim has today’s date for the Date of Service instead of when we really did it. How do we file a claim for the correct Date of Service?

The procedure should be posted to the patient’s record on the current date. This is the “Transaction Date” which reflects the actual date that a specific type of financial transaction was entered.

The Date of Service (DOS) should be edited for change:

• Access the Ledger
• Click the transaction date
• Change the “DoS Date” field to reflect the proper Date of Service (do not change the “Transaction Date” field)
• Click the Save button

On the Ledger screen, the correct DOS will appear in the procedure’s description.

When a claim is generated, the correct DOS will appear on the claim.