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:
- Service List: Review the list of services that were added previously.
- Search Filters: Use the filters such as Tx type, Service type, and Service field to locate the service.
- Timesheet: Click on the timesheet toggle to ensure providers can submit their timesheet for the specific service.
- Service color: Assign a particular color for the service. This will enable you to customize your calendar by service.
- Edit Service: Click on the pen-paper icon in the Action column to edit the service details.
- 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:
- Tx Type: Choose the treatment type from the drop-down menu.
- Service Type: Choose if the service is Billable or Non-Billable.
- Service: Enter the description or name of the service.
- Earning Code: Choose the earning code from the drop-down menu.
- Calculation Type: Choose the calculation type from the drop-down menu.
Mileage: Add the Mileage rate for the service.
- Save: Save changes finally!