Cancelled Codes can be configured to regulate 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 pay codes through Accounting>Accounting Settings>Cancelled Codes.
- 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.