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IB Module - Adding Lines or Charges

Learn how to add rows to the Itemized Bill Table

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

It is possible that CAVO® could fail to capture a line from the itemized bill (IB) if the document is of poor quality. To address this situation, CAVO®'s IB Module allows users to manually add charges by creating new rows in the IB table.

Adding a Charge

To manually add a line in the IB Module, first click on the row number of a line (so it highlights in yellow) either above or below where you want the new line to be. Click the three dots on the left side of the line's row number. From there, select either Insert rows above or Insert rows below. In the modal, enter the number of lines to add and click Insert Items.


The DOS will default to the date field captured in the highlighted/locked/yellow row. The rest of the line's fields can be edited manually or in bulk.

Deleting a Row

To delete a manually added row, click on the three dots the left of the row number and then select Delete line item & adjustments.

In the confirmation box, select Delete.

If you have any questions or trouble, please reach out via the chat bubble and our CAVO Support team will be happy to help!

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