Administration of Charge Sheet Library

In the Administration – Clinical in the CTMS application,

1. Navigate to Charge Sheet Library.

2. Create a new Charge Sheet version by clicking on the ‘+’ sign or through the Import feature.

   The following values can be entered through '+':

   • Version Name

   • Effective Start Date

   • Effective End Date

   • Status (defaults to ‘Draft’ for a new version)

     State transitions:

     Draft > Reviewed

     Reviewed > Active

     Active > Archived

     Archived > Active

   Note:

   • In Draft status, you can manually enter, update or import Charge Sheet Items into a Charge Sheet Version.

   • When status is set to ‘Reviewed’ the Reviewed by is auto-populated.

   • When status is set to ‘Active’ the ‘Activated By’ is auto-populated.