Editing Cost Savings
Overview
Editing cost savings may be necessary to when you need to adjust the cost or details for existing cost savings.
You can edit cost savings for open and closed programs and requests.
* Access to Utilization Management and/or Care Management * Permission to edit cost savings
When needing to edit the details of an existing Cost Savings.
Access the existing Cost Savings for a Program or Request. Review [adding-a-cost-savings-entry.md](adding-a-cost-savings-entry.md "mention") for more information on Creating a Cost Savings.
The Cost Savings page is divided into three main sections: Details, Original Costs, and Actual Costs. The following segments will provide guidance on editing each section.
Editing Cost Savings Details
Click the pencil
icon to open the Edit Details page.
The following fields are editable on this page:* Savings documentation start * Savings documentation end * Medical director name * Description * Coordinated care discharge disposition
Cost saving type and Risk type are not editable.
To edit **Savings documentation start**, click the calendar
icon, and then select the appropriate date._(Alternate)_ Click on the Savings documentation start field, and then type in the date. The format is MM/DD/YYYY.
The date entered cannot be prior to the Program Enroll date. This is a required field.
To edit **Savings documentation end**, click the calendar
icon, and then select the appropriate date._(Alternate)_ Click on the Savings documentation start field, and then type in the date. The format is MM/DD/YYYY.
The Savings documentation end date cannot be prior to the Savings documentation start date. This is not a required field.The red date denotes the current date.
To edit the **Medical director name**, click the Delete
icon to remove the current name, and then type and select the new name.
_(Alternate)_ Press the Backspace key to delete the current entry in the Medical director name field.
Medical director name is not a required field.
To edit the **Description**, select a different description from the drop-down menu.
_(Alternate)_ To remove the Description, click the Delete
icon.
The Description is not a required field.
To edit the **Coordinated care discharge disposition**, select a different disposition from the drop-down menu.
_(Alternate)_ To remove the Coordinated care discharge disposition, click the Delete
icon.
Coordinated care discharge disposition is not a required field.
Click **Save** to save the edits made and return to the Cost Savings page.
Selecting the **Cancel** button will close the Edit Details page without saving any edits.
Editing Original Costs
Click the pencil
icon next to the Original Cost line you would like to edit. This will open the Edit Original Cost page.
Editing Original Costs is limited to one line at a time. If you have multiple Original Costs needing to edit, you will need to follow the below steps for each line that needs adjustments.
The following fields are editable, and they are required fields:* Cost type * Service units * Service cost/unit
Cost is auto-calculated based on the data entered into the Service units and Service cost/unit fields. This is not an editable field.
To edit the **Cost type**, select a different cost type from the drop-down menu.
**Service units** is a free text field. Use your keyboard to change the number in this field.
**Service cost/unit** is a free text field. Use your keyboard to change the number in this field.
Click **Save** to save the edits made and to return to the Cost Saving page.
Selecting the **Cancel** button will close the Edit Original Cost page without saving any edits made.
Editing Actual Costs
Click the pencil
icon next to the Actual Cost line you would like to edit. This will open the Edit Actual Cost page.
Editing Actual Costs is limited to one line at a time. If you have multiple Actual Costs needing to edit, you will need to follow the below steps for each line that needs adjustments.
The following fields are editable, and they are required fields:* Cost type * Service units * Service cost/unit
Cost is auto-calculated based on the data entered into the Service units and Service cost/unit fields. This is not an editable field.
To edit the **Cost type**, select a different cost type from the drop-down menu.
**Service units** is a free text field. Use your keyboard to change the number in this field.
**Service cost/unit** is a free text field. Use your keyboard to change the number in this field.
Click **Save** to save the edits made and to return to the Cost Saving page.
Selecting the **Cancel** button will close the Edit Actual Cost page without saving any edits made.