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Set up Staff Service Codes

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Path: Administration>General>Service Codes/Staff

  1. Go to Administration>General>Service Codes/Staff.
  2. Select the service code that you want to set up.
  • If you need to add a service code, complete the following substeps:
  1. Add a new row.
  2. Enter code (up to four alphanumeric characters), description (up to 32 alphanumeric characters), and select type of the service code.
  3. In the left section of the window, select the Active check box to activate a new service code. Inactive staff service codes cannot be selected in the Transactions and Schedule components.
  4. Proceed with the step 3 to set up your service code.
  1. Complete the following tabs according to the needs of your agency:
  • 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
  • Important: If you are changing already set up information in the Type field of the General tab, Resource Type, or Bill Rate fields of the Rates tab, the system notifies you that you have changed information that affects current open and working claims and accounting data. After saving your edits, you need to run the Recalculate Accrual Accounting, Recalculate Authorizations, and Recalculate Claims utilities in Administration>Maintenance to reflect recent changes on the claims, financial, and accrual accounting reports.
  • If you want to delete existing staff service codes that are no longer relevant for your agency, select the necessary row, and then click Delete. You can delete only such service codes that are not linked to a patient record. In case of such restriction, you can deactivate the service code and it will not be available for further use during visits scheduling.
  1. Save your changes.