Create your Organization's commonly used Service Types using CPT Codes, as well as their Rates.
Jump to Section [Add Service Type] [Edit Service Type]
Add Service Types
- Click Organization tab in primary navigation bar.
- In Settings, click the Service Types tab.
- Enter Service Type Name.
NOTE: This should be a Client Friendly name, not the CPT Code name. This is what Client will see as Service Type on any Billing documents as well as in the Client Portal. Do not use things like "Tier 1 Rate," "Discounted Rate," or "New Rate," etc.
- Enter Rate for Service Type - The Rate is a per unit rate. This relates to Time Units below.
- Enter CPT Code if desired.
- Enter Code Modifiers - This is usually dictated by your Payer.
- Choose Time Unit Option:
- Always Bill For - Does NOT look at the Appointment length. The Appointment will always be billed for the number or units in this box regardless of Appointment length. The number of units in the box, multiplied by the dollar amount entered in the Rate field (above) will be your invoice line item amount for that service.
- Bill for 1 Unit - DOES look at the Appointment length. If you Bill 1 Unit for every 60 minutes and you charge $50 per unit rate then you will charge %40 an hour. It will automatically be calculated for you on the Invoice.
- Create a Service Type Color Code (optional) - Select a background and text for color for Service Type. This displays on the Calendar view in each Appointment.
- Click Save button.
Edit Service Types
- Click Organization tab in primary navigation bar.
- Click Settings from left menu and then Service Types tab.
- Locate desired Service Type on right side of screen.
- Click Edit button and Service Type details display to the left.
- Edit appropriate information and click Save to update.
IMPORTANT: The service type will now be updated for all PAST and future appointments.
