š§© Overview
Agency Admins can now edit existing billing codes, including updating configuration settings, names, modifiers, and groupsāeven after those codes have been used in billing records. This feature is designed to support compliance with state-regulated billing changes, such as new rates, modifiers, or naming conventions.
The goals of this release are:
Provide flexibility to update billing codes when regulations change
Maintain historical accuracy where required (e.g., rate updates not retroactive)
Ensure changes are communicated clearly with a preview of client and budget impact
Prevent unintended application of changes to historical records where not allowed
š„ Impacted Users
This release impacts Administrators. Mainly those who are responsible for billing within their Agency. Bug fixes should be unnoticed by users as fixes were made to ensure current functionality works as expected.
āØ New Features and Feature Enhancements
šØ UI/UX Improvements
Updated design for creating new billing codes
Cleaner layout and more intuitive field groupings for both creation and editing
Visual cues for retroactive-editable fields vs. non-editable fields
ā Editable Fields
Admins can now edit the following in an existing billing code:
Billing Code Name
Display Name
Group
Modifiers
Billing Code Configuration settings (e.g., rate, rounding rules)
State
Place of Service
Description
EVV required toggle
Split at Midnight toggle
ā ļø Unit Type is NOT editable once a billing code has been created.
When the code name, modifiers, rate, and unit value of a billing code is edited, any budget linked to that code will automatically be split. This means:
The original budget is archived.
A new budget is created with the updated billing code.
The new budget keeps all the same details as the originalāexcept for the specific changes made to the billing code.
Example:
You have a billing code with a day rate of $60, and a client budget using that code that runs from July 4, 2025 to February 3, 2026.
If you update the billing codeās rate to $65, effective August 6, 2025, hereās what happens:
The original budget (at $60/day) is archived, covering July 4, 2025 to August 5, 2025.
A new budget (at $65/day) is created, covering August 6, 2025 to February 3, 2026.
Youāll see the updated budget with the new rate in the clientās profile, and the archived version will remain visible in the archived budgets section for historical reference.
š Retroactive vs. Non-Retroactive Behavior
Field Edited | Retroactive Allowed? | Notes |
Name / Group / Modifier | ā Optional | Controlled via toggle |
Billing Configuration (rate, rounding, etc.) | ā Not allowed | Always applies to future records only |
Unit Type | ā Not editable | Hard-locked |
š§ New Behavior: Apply Changes Toggle
On the final confirmation modal during an edit, the admin will see:
Toggle: āApply changes to only new billing recordsā
Default: ON
Applies only to name, group, and modifier updates
If turned OFF, updates apply retroactively to all historical billing records
ā ļø If configuration settings are edited and the admin tries to toggle OFF, they will see a blocking notification stating:
"You edited billing configuration, which cannot be applied to historical records."
š Preview: Pending Changes Summary
Regardless of the toggle state, the user will see a Pending Changes section with:
Original settings
What has changed
Updated settings
List of affected clients and budgets (if applicable)
This gives admins visibility before confirming changes.
šØ UI/UX Improvements
Updated design for creating new billing codes
Cleaner layout and more intuitive field groupings for both creation and editing
Visual cues for retroactive-editable fields vs. non-editable fields
āØFeature Set and Affected Other Feature Areas
Outline what feature area this specific feature is a part of and if any, outline other feature areas this feature touches
š Issues and Bug Fixes
Any bug fixes that were a part of the release of this feature