Skip to main content

IB Module - Bulk Adjusting

Learn how to use our Bulk Adjusting feature to adjust multiple rows simultaneously.

Heath Keane avatar
Written by Heath Keane
Updated over a year ago

The CAVO® bulk editor allows you to adjust multiple rows from the Itemized Bill tab simultaneously.

Selecting rows to edit

  • Using filters, narrow the rows you want to adjust.

  • Using the checkboxes located in the first column, select each of the rows you want to adjust. To select all rows, select the first checkbox located in the gray header bar.

(Note: You can select a range of rows by selecting the checkbox at the beginning of the desired range, pressing and holding the "Shift" key, and then selecting the checkbox at the end of the desired range.)

Applying adjustments to selected rows

  • Select Bulk Actions located at the bottom-left corner of the Itemized Bill tab.

  • In the modal, under the Adjust header, select Line Items. (Note: the number of lines selected will show in parenthesis)

  • Select the desired Reason Code you wish to apply in the drop-down menu and select Save.

Removing Bulk Adjustments

To remove Bulk Adjustments, select all the adjusted rows that you want to reset.

After making selections, click on the Bulk Actions button to bring up the action menu. From this menu, select Remove Adjustments.

You will be asked to confirm the adjustments. You will see the number of line items and their total amount.

Upon clicking Remove Adjustments, you will notice that those rows are no longer highlighted in red.

Did this answer your question?