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The user can activate command buttons by clicking them or using the hot
key associated with that button. These buttons will vary from screen to
screen.
New
Click this button to work with a new form. You are automatically ready
to enter data into a new form when you first select a form type.
Copy
Click this button to make a copy of a previously submitted form or
current form if submitting multiple claims for the same client. This
action enables you to make corrections to the new form as needed.
Delete
Click this button to delete the current form. You will be asked if you
are sure that you want to delete it. If you click "Yes," the
form will be deleted. You will only be able to delete a form if it has a
status of "R," which indicates the form is ready to be
transmitted.
Undo All
Click this button to reverse all of the changes that you have made to
the current form. You will only be able to undo the changes made since the
last time you saved the form. You will be asked if you are sure you want
to undo; if you click "Yes," all changes made since the last save will be
undone.
Save
Click this button to save what you have entered in the current form or
list. When you save a form, the data will be checked to see if it meets
the criteria for the box (such as when a client ID number doesn’t have
enough digits in it or a required box has not been completed). A list of
errors will be presented for you to correct. For more information on how
to use the error list, see Correcting Errors in this chapter.
When you have finished working with a form, select Save, and, if
there are no errors on the page, the form status updates in the detail to
an "R" to indicate the form is ready to be transmitted.
Find
Click this button to locate specific forms in the list in the lookup
window.
Print
Click this button to print data associated to the form you are
currently viewing in PES. Claim forms and reports are displayed in a
report format to be viewed online or may be printed. Lists can also be
viewed or printed.
Close
Click this button or the toolbar option to close the form window. If
you have made changes to the current form, you will be asked if you want
to save those changes before you leave the window.
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