This articles explains how you can add and manage your services. 
  • In the Settings tab (left), navigate to Billing Setup and click on "Services".
  • Here you will see the list of services that have been added in the past. 


Options:

  1. Service List: Review the list of services that were added previously. 
  2. Search Filters: Use the filters such as Tx type, Service type, and Service field to locate the service.
  3. Timesheet: Click on the timesheet toggle to ensure providers can submit their timesheet for the specific service.
  4. Service color: Assign a particular color for the service. This will enable you to customize your calendar by service.
  5. Edit Service: Click on the pen-paper icon in the Action column to edit the service details. 
  6. Delete Service: Click on the trash icon in the Action column to delete the service. 
Note: You will be able to delete services only if they are not in use. 




How to Add Service?

Click on the orange "Add Service" button (top right corner) to add a new service. A new screen will pop up where you can add the service details:

  1. Tx Type: Choose the treatment type from the drop-down menu. 
  2. Service Type: Choose if the service is Billable or Non-Billable. 
  3. Service: Enter the description or name of the service. 
  4. Earning Code: Choose the earning code from the drop-down menu. 
  5. Calculation Type: Choose the calculation type from the drop-down menu. 
  6. Mileage: Add the Mileage rate for the service.

  7. Save: Save changes finally!