This client had a patient with multiple plan sets. The current Default plan set had been terminated (termination dates were present on the plan). We then proceeded to change the Default plan set in the Plan Set tab to the active plans. Then as a second step, we had to go to this patient's Cases tab and update the Default Plan Set field to match the plan set we updated in the Plan Set tab. If we don't do this second step, then when patient posts charges, the new Default plan set does NOT show at the top of the screen. It continues to show the inactive (original) default plan set.
Could these steps be combined somehow or an alert show on the users screen to remind them to perform this second step?
This holds up posting charges OR the client may post charges to the wrong inactive/terminated plans.