Changing the Date on an Order

You can change the date on a material order when you generate the invoice for it. You can only change the date on new orders or on orders in the Pending (Not Invoiced) list in Material Orders.

Only providers and staff members with the Change Order Dates security permission selected in Administration can change order dates. If you do not have this security permission, an Access Denied - Temporary Override window displays, allowing another user with permission to enter their username and password and give you temporary access. For information on setting security permissions, see Setting Up Provider Security Settings and Setting Up Staff Security Settings.
  1. In Material Orders, perform one of the following:
    • If you are creating a new order and want to use a date other than today's date, click Save & Invoice in the Pricing screen.
    • If you want to change the date on a pending order, click Generate Invoice on the Orders tab.
  2. Select the check box next to the order.

  3. Enter the new date in the Order Date field, or click the calendar icon to select a date from the calendar.
  4. Add the patient payment and then generate the invoice. See Creating an Invoice for an Order for more information.