Moving Billable Items (One Type To Another)

To move items from one type to another (ex. Procedure to a Lab), or to another category (en masse), perform the following steps:

  1. Edit the employee in question and grant appropriate rights:
    Employee Rights, Miscellaneous, check Can move billable items
  2. From Inventory, Labs, or Procedures, click on the link to Move Billable Items MoveBillableItemsLink.png.
    MoveBillableItemsScreen.png
  3. In the Move Billable Items window, use the checkboxes to select the items to move.
    Use the + and - buttons to expand or collapse groups. Use the links to expand or collapse all groups.
  4. From the Type drop-down list, select the type of items being moved (Inventory Item, Lab, Procedure).
  5. From the Category drop-down list, select the category the selected items will be moved to.
    If items are being moved to a new category, choose Add Category from the Category list. A new field will appear so the new category name can be entered.
    AddCategory.PNG
  6. Click Validate and Move.

Use the Move History link to view items that have been moved.

MoveHistory.PNG

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