My provider is billing against the wrong service codes on a shared purchase order - how can I prevent this?

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You can allocate service code lines to specific providers
Go to system Dashboard<Settings<PO

Enable additional functionality for Purchase Orders.

PO Line Item Assignment

Allow the assignment of providers to line items
Tick PO Line item Assignment
Allow the assignment of providers to line items

Restrict lines to assigned provider

A provider can only bill for the service codes they have been assigned

When no PO Lines have been assigned

This allows you to control what should happen when no provider has been assigned to a Line Item

Allow provider to bill any code on PO until one has been assigned

Prevent any billing until a provider is assigned

SAVE

Once you have enabled the PO line assignment, go to the PO you wish to allocate providers to, edit line items, and using the dropdown field "provider" against the line items, select a provider for each line item.

You only need to do this on a shared PO, or in a situation where more than one provider has access to the client and may use the wrong line/PO.

*If your providers are using the same service code and you need to split the hours, create 2 POs labelled for each provider eg. Wellbeing PO - Jane EMDR hours, and allocate the line items to prevent any crossover. You cannot have 2 lines of the same service code on an individual PO as it prevents successful tracking of hours used.