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Services By Provider and Group Code - Cal-PM

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Enter services (charges) for a client. Entering services posts the services and charges to the client ledger, and adds the services to the client’s treatment history.

  1. Go to: Avatar PM > Services > Service Reports
  2. In the Include Services Starting field, enter the report start date.
  3. In the Include Services Through field, enter the report end date.
  4. Select Process.
    Result: The Services By Provider and Group Code report displays information from the following forms:
  • Client Charge Input (Charge Fee Access and Diagnosis Entry)
  • Service Panel Charge Input
  • Post Staff Member Schedule (services entered in Appointment Scheduling forms)
  • Post Staff Activity Log (Appointment Scheduling)
  • File Import