This articles explains how you can add and manage your services.
- In the Settings tab, navigate to Billing Setup and click on Add Services.
- Here you will see the list of services that have been added in the past.
Options:
A. Service List - Review the list of services that were added previously. For further actions,
- Edit - Click on the edit (pen-paper) icon to edit the service details.
- Delete - Click on the delete (trash) icon to delete the service.
Note: You will be able to delete services only if they are not in use.
B. Search Filters - Use the filters such as Tx type, Service type, and search field to locate the service.
C. Timesheet - Click on the timesheet toggle to ensure providers can submit their timesheet for the specific service.
D. Service color - Assign a particular color for the service. This will enable you to customize your calendar by service.
E. Add Service - Click on the "Add Service" button to add a new service. A new screen will pop up where you may 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.
