Troubleshooting: Workaround for switching procedure plans or adding tasks with billingTopic number: 1600440972212

When billing is configured and you need to switch procedure plans or add tasks after a technical charge was sent, you must restore the original acquisition task to ensure that subsequent acquisition tasks are billed correctly.

Issue

Original acquisition tasks are not being credited after an acquisition task cancellation and procedure plan switch or addition of new acquisition and follow-up tasks.

Details

When an ORM message is sent for a procedure linked to a procedure plan (with preparation and acquisition), and you perform the following actions:
  1. Complete the preparation task.
  2. Cancel the acquisition task.

    A technical charge is sent.

  3. Then do one of the following:
    • Switch the procedure plan and create another acquisition task (based on the new procedure plan).
    • or
    • Add acquisition and follow-up tasks.

    No technical credit is given for the tasks performed as part of the original procedure plan.

Solution

To ensure that billing events are triggered correctly, before you switch the procedure plan or add acquisition and follow-up tasks, you must:
  1. Restore the acquisition task.

    This ensures that a technical credit is sent.

  2. Switch the procedure plan.

    The restored acquisition task is canceled.

    Preparation and acquisition tasks are created (based on the new procedure plan).

  3. Complete the preparation and acquisition task.

    A technical charge is sent.

Required permissions:

  • Can cancel acquisition task
  • Can switch procedure plans
(For more on permissions, see Security roles: Concepts.)