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.
The services will be displayed with the below information
- Tx Type: The treatment type of the service.
- Service Type: If the service is billable or non-billable service type.
- Mileage: When creating if a mileage is provided it will display in this column.
- Earning code: When creating if a earning code is provided it will display in this column.
- Calculation Type: When creating if a Calculation type is provided it will display in this column.
- Timesheet: Click on the timesheet toggle to ensure providers can submit their timesheet for the specific service.
- Payroll: Click on the Payroll toggle to ensure service to include the services in staff payroll setup.
- Service color: Assign a particular color for the service. This will enable you to customize your calendar by service.
- Action:
a. Edit Service: Click on the pen-paper icon in the Action column to edit the service details.
b. 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. Adding a new service
Navigate and access the Add Service option, you will be directed to Add service pop up fill up below informations
- Tx Type - Choose from Behavioural Therapy, Mental Health, or Speech Therapy
- Service Type - Choose from Billable or Non-Billable
- Service - Type a name for the service (such as "Direct Therapy")
- Earning Code - Assign a practice earning code if applicable.
- Calculation Type - Assign a practice calculation type if applicable.
- Mileage -For the service if reimbursable, manually add how much money per mile employees receive.
- Click Save to create and finalize the service.