It may sometimes be necessary to add to or edit a charged or TC’d Course Of Treatment (COT) or its services after they’ve been charged through. To achieve this, you’ll often be required to resubmit the COT first. If the COT is still open on the patient's chart tab, you can add more services to it, but you can only edit services that have not been charged.

⚠️ Note: Resubmitting causes every service on the course of treatment to become editable until charged or TC’d again. It will reverse all previously charged invoices and create a voided copy of the service in the patient's charting history. It is not possible to resubmit specific services or invoices.

Resubmitting and Amending a Course of Treatment

1. Open the patient's chart History window.

   • Open the patient record, click the Chart tab, then the history (H) button at the top of the course of treatment window.

   • Alternatively, open the patient transactions window by clicking on the currency button at the top of the patient record.

2. Highlight a service in the patient history.

   • Or select an invoice from the transactions screen that mentions the COT number you wish to resubmit.

   • Then click Resubmit and accept the prompt.
     

3. Return to the chart screen.

4. Locate the relevant COT, the charted services can now be edited.

   • Double-click each service that requires editing.

   • You can also add any additional treatment, if required.
     💡Tip: Take a screenshot or photo of any original dates before unticking anything on the chart screen to have a record of the original charting date, as this will revert to todays date once unticked.
     ⚠️Note: If you add treatment or untick and re-tick a service, the completion date will change to today. Tick an item and then double-click it to change planned or completion dates.
     

   • When charging or TC'ing the COT, the invoice date will change to the current date, if you wish to backdate the invoice you must enable a setting to prompt for the date when charging.
     💡Tip: Go to Configure - User Settings and then tick the option for Prompt for date when charging, then click the Save option to enable this setting.
     ⚠️Note: If your resubmitted COT has multiple appointments and you need each one to be invoiced separately, follow the guidance on 🔗 Charging a Resubmitted Treatment with Multiple Appointments.
5. Once everything has been edited you are able to charge or TC the treatment back through, backdating the invoice if required.
   

💡Tip: For clarity when viewing items in a patient’s transactions window, untick Resubmissions to hide inactive items.

Resubmitting an NHS Course of Treatment

Resubmitting an NHS invoice will cause a Resubmit prompt to be displayed.

This warning aims to reduce un-wanted resubmissions and provide important information about the results in resubmitting an NHS invoice.

💡Tip: Click Send to Chart to confirm you wish to proceed and resubmit the NHS COT.