Effective Date Controls for Provider and Location Management

Configure Provider Effective Dates

Provider Administration > Add/Edit Provider > Effective From / Effective To

Configure Location Effective Dates

Location Administration > Add/Edit Location > Effective From / Effective To

Inactivate Provider or Location

Provider / Location > Active > Effective To > Save

Validate During Charge Entry

Charge Entry > Select Provider / Location > Date of Service Validation

Review Effective-Date Changes

Audit Trail > Provider / Location Configuration Changes

Added Effective From and Effective To fields to Provider and Location Add/Edit screens.
Practice administrators can define the active period for individual providers and locations.
Providers and locations marked Active without configured effective dates continue to be considered active by default.
When the Active checkbox is unchecked without an Effective To date, CureMD automatically populates the current date as the end date.
Effective From and Effective To dates can be modified as needed.
Changes to effective dates are recorded in the Audit Trail.
Charge selection evaluates provider and location availability against the appointment’s Date of Service.
Providers and locations are evaluated based on whether the DOS falls within their configured active periods.
Existing Billing Group association restrictions based on active status are subject to further review.

Navigate to the applicable Provider or Location configuration screen.
Open an existing record or create a new Provider or Location.
Locate the Effective From and Effective To date fields.
Enter the applicable dates to define the provider’s or location’s active period.
Review the Active checkbox:
- When Active is checked and no effective dates are configured, the record is considered active by default.
- When Active is unchecked and no Effective To date is entered, the system automatically assigns the current date.

Save the Provider or Location configuration.
CureMD records effective-date modifications in the Audit Trail.
When a user selects a Provider or Location during Charge Entry, the system evaluates the configured effective dates against the appointment’s Date of Service.

Benefits:

Allows practices to define and maintain provider and location active periods more accurately.
Helps reduce billing errors caused by selecting providers or locations outside their effective dates.
Aligns provider and location selection with the appointment’s Date of Service.
Supports historical billing scenarios by maintaining effective-date information.
Automatically assigns an end date when a provider or location is inactivated without one.
Improves traceability through audit logging of effective-date modifications.
Provides greater administrative control over provider and location availability.
Improves consistency between provider/location configurations and billing workflows.