Copy requirements for Staff Service Codes
Path: Administration>General>Service Codes/Staff
With the Copy this Service Code's Requirements to other Service Codes dialog, you can copy the requirements from the selected service code to all other service codes. The application displays a dialog box containing all available service codes. It copies only requirements for the resource types that exist under the source service code.
To copy requirements from one service code to another:
- Go to Administration>General>Service Codes/Staff.
- Go to the Required to Verify or Required to Synchronize tab.
- Select the row that contains the service code for which you want to add requirements.
- Right-click the grid and select Copy this Service Codes Requirements to other Service Codes.
- Select the Include check box in the line from which you want to copy requirements.
- Select the Clone both pages check box to apply requirements from both the Required to Verify and Required to Synchronize tabs. Clear this check box to apply changes to only a tab from which you accessed the cloning option.
- Click OK, and then save your changes.
Associated pages
- About Service Codes windows
- Set up Contractor Service Codes
- Set up Staff Service Codes
- Staff Service Codes – General tab
- Staff Service Codes – Rates tab
- Staff Service Codes – Required to Verify tab
- Staff Service Codes – Required to Synchronize tab
- Staff Service Codes – Workflow Defaults tab
- Staff Service Codes – Pay Rates Calculator Settings tab
- Clone requirements for Staff Service Codes
- Copy requirements for Resource Types
