Changing the Service 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 on the Non-Invoiced tab list in Material Orders. For invoiced orders, you need to return the order and create a new one with the correct date.

1. On the top menu bar in Encompass, click Patients and select Search/Add patient.
2. Search for the patient and select them from the results list.
3. On the left side menu, click Material Orders.

   The Material Orders screen opens.

4. Do 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 Non-Invoiced tab.

5. Select the check box next to the order.

6. Enter the new date in the Service Date field, or click the calendar icon to select a date from the calendar.
7. Add the patient payment and then generate the invoice. See Invoicing Orders for more information.