Cancelled Codes can be configured to control whether a cancelled Visit will still be billed and/or included in Payroll.
They are also useful for statistical purposes when reporting on cancellation reasons in Data Exploration.
Set up a Cancelled Code
- You can access configured Cancelled Codes through Accounting>Accounting Settings>Cancelled Codes.
- You can search by Code.
- Click +New Cancelled Code.
- In the resulting dialogue, enter a Code and a Description.
Code: This is how the Cancelled Code will appear in dropdowns throughout the application.
Description: Optionally, add a more detailed description of the purpose of the Cancelled Code.
Bill: Check this if the cancelled Visit should still be billed to the Funder.
Pay: Check this if the cancelled Visit should still be included in Payroll.
- Click Save.
Edit a Cancelled Code
Click Edit to edit a Cancelled Code.