Provider and Location Effective Date Validation for Charges and e-Superbills
Charge Validation
Patient > Registration > Demographics
e-Superbill Validation
Patient > Registration > Demographics
Provider Configuration
Patient > Registration > Demographics
Location Configuration
Patient > Registration > Demographics
What’s New
- Added effective date validation for providers and locations on both the Charge and e-Superbill pages.
- Validation is performed against the Date of Service when saving a charge or e-Superbill.
- The following entities are validated:
- Rendering Provider
- Billing Provider
- Referring Provider
- Supervisor Provider
- Ordering Provider
- Location
- When all selected entities fall within their configured effective date ranges, the charge or e-Superbill is saved normally.
- When one or more entities fall outside their effective date ranges, a warning identifies the specific entities that failed validation.
- Entities that pass validation are excluded from the warning.
- Providers and locations without configured effective dates are considered Active by default when their Active checkbox is enabled.
- Existing Charge and e-Superbill workflows and permissions remain unchanged.
How It Works
- Configure the applicable Effective Start Date and Effective End Date for providers and locations.
- Open the Charge or e-Superbill page.
- Select the applicable providers and location.
- Enter or confirm the Date of Service.
- Save the charge or e-Superbill.
- CureMD validates the selected providers and location against their configured effective date ranges.
- If all entities pass validation, the record is saved normally.
- If one or more entities fail validation, a warning appears identifying the specific providers or location requiring review.
Benefits
- Helps identify providers and locations selected outside their configured active periods.
- Reduces the risk of billing inaccuracies associated with invalid provider or location assignments.
- Supports billing compliance through Date of Service-based validation.
- Provides targeted warnings identifying exactly which entities require attention.
- Reduces manual investigation when resolving provider or location configuration discrepancies.
- Improves consistency between billing records and configured provider/location availability.
- Maintains compatibility with existing configurations by treating entities without effective dates as Active when their Active checkbox is enabled.
