How to Use the Services Section

Services Section: Adding Services

Services that are added within this section are not linked to billing/authorizations. Any billable services should be entered under the Authorizations desktop. Adding services at the Services section of the client record can still be a useful tool for linking non-billable services to a particular client.

With the client record open, click on Services
Click on the Add Service button
Select a service Abbreviation from the drop-down (required).

Helpful Hint: Only non-billable service abbreviations will display here. Please note: If you create a note for a non-billable service, the client code will not appear on the note nor the DMS.

Select the Service Funder from the drop-down (required).

Helpful Hint: Information that displays here is pulling from the client’s insurance; Funding Payer area.

Services Section: Adding Services

When Enforce Employee Validation is checked, the system will perform a validation check to see if the client is linked to the employee. This validation check is most useful at the Scheduling Desktop, as it will prevent the scheduler from scheduling an employee to work with a client if the proper credentialing is not first in place and the client is not linked to the employee roster. The warning message alerting the scheduler to the fact that the employee and client are not linked is thrown at the scheduler, the notes and at billing. As with all validations, securities for each role determines if this particular message can be overridden or not. The link between the client and employee is managed under the employee record in the Assigned Clients tab.

Enter the service Start Date and End Date (both required). Note: The service is only eligible to be used within the entered date range.

Helpful Hint: Minimum Units Required and Authorized Units are for reference purposes only.

Click on the Save button

Note: If there are any services already linked to the client record and they are greyed out, that means that those are authorized services that were setup under the Authorizations desktop.