When a client has a change in either a Waiver or Acuity, it is important to understand how to use Span Dates for this purpose.
On the Client Information screen in the 'Basic Information' section, the Waiver and Acuity are set:
Suppose the Waiver for this client is changed to 'Self'. It would not be a good idea to change the above setting because if you ever have to go back in time to re-bill for this client, it will use the 'Self' waiver when it should use the original 'I/O'. This is where the Span Dates are used.
In the Span Date section, we would add a date span along with the new 'Self' Waiver:
In this example, any billing prior to 01/01/2018 would be with the I/O Waiver, and after this date would be 'Self' Waiver.
IMPORTANT: The waiver set in the Span Date will override the Waiver set in the Basic Information, as long as the billing date falls within the Span Date.