This article explains how to modify details for a completed activity, including billing information and member notes, provided the claim has not yet been sent.

Step 1 – Verify claim status

1. Ensure that the claim status is not set to Sent
   • Note: If the claim status is already marked as sent, the billable details cannot be modified

Step 2 – Locate the member profile

1. Use the menu on the left side of the dashboard to find the member section, and search the member
2. Click on the member's name to open their Member Profile
3. Navigate to the Activities section to find the specific record you wish to modify

Step 3 – Open the activity editor

1. Identify the activity you want to edit from the list
2. Click the three dots icon to the right of the activity row
3. Select Edit Activity from the dropdown menu to open the form

Step 4 – Update activity details

1. Modify the Started at or Completed at dates and times as needed
2. Toggle the Mark as billable checkbox to add or remove billing requirements
3. Update required claim information in the Claim Details section, including:
   • Insurance provider
   • Diagnosis codes
   • Place of Service
   • Procedures and Modifiers
4. Add or edit Member Notes by clicking the + Add Note button and entering the updated information
5. Reassign the User associated with the activity if necessary

Step 5 – Save modifications

1. Review all changes to ensure the information is accurate and all required fields are complete
2. Click the Update Activity button at the bottom of the window to save your changes
3. Verify that the activity reflects the new details on the member profile