Learn how to set up Services, which can be added to your appointments and pulled into reporting and session notes.
đĄ Access to Services set up can be managed under User Privileges. Manager level users always have access to Services, Supervisor level users can be given access.
đš Watch: Setting up Services
How To: Set up Services
1. From the left hand navigation menu select [Settings] >> [Scheduling] >> [Services].
2. To add a new service select [Add Service].
3. When adding a code for the first time, you'll need to add a [Service Type].
- âšī¸ After you save the code, that code's service type will be available in the dropdown menu on that field to select when you create more Service Codes.
- đĄ Service Type is simply a way to categorize your service codes and become useful in our reporting pages. They can be broad categories such as "Speech" "OT" "ABA" or more specific such as "Assessment", "Supervision", "Direct Service".
4. Enter the Service Name in the [Service Name] field.
5. Select the Service Taxonomy from the [Taxonomy] drop down.
6. Enter in the Service Code.
7. Enter any required modifiers - make sure that after you enter the modifier(s) you select [Enter] or the modifier will not save.
â ī¸ Some Important Notes on Modifiers in Hi Rasmus â ī¸
- You can add more than one modifier to a single service.
- When creating an appointment and selecting a service, you cannot specify which modifier to use on the appointment, all modifiers associated with the service you have selected will apply. Therefore, only add modifiers that can be used together (i.e. HN and GT) - you may want to add different versions of certain codes that require modifiers based on degree / provider level.
- Service Names are fully customizable, so guidance on the modifier assigned to the code can always be given in the name of the service:
8. Select [Save]
Editing Services
1. To Edit any of your Services, select the Service from the list on the [Services] page.
2. Select the Service Type from the dropdown or enter a new one.
âšī¸ If you change the [Service Type] on a Service and the former Service Type name is not used on any other existing Services, that [Service Type] will no longer be available to select from the drop down.
3. Update the [Service Name], [Taxonomy], [Service Code] or [Modifiers] fields as necessary.
4. To remove the Service, select [DELETE]
5. Select [Cancel] if you don't want to apply any changes.
6. Select [SAVE] to save your changes.