Service Type


This option in settings allows users to add a service type to the system and define the earning code associated with the service.


To add a service type, click on the ‘+’ sign as indicated below:



Clicking the ‘+’ sign will open a dialog box. Using the dropdown menu, select the ‘Treatment Type’ and then enter the ‘Service Type'.


Earning code - For example, defining REG as earning code for similar service types will calculate the total hours of the service types rather than individual services. If you want to add a new earning code, write a ticket to support.


Below are the checkmark fields with descriptions:


Active - To enable the service type in the system.

Billable - To bill the client for the service type.

Payable - To pay the provider for the service type.

Do not calculate OT - Enable it will not calculate Over Time.

Soap Note Mandatory - As the name suggests, by enabling it, the Soap note will become mandatory to be filled.


After making all the necessary changes, finally, assign a color to the Service Type to differentiate. Once all fields have been completed, click ‘Save.’ 


To edit any Service type, click on the edit icon as indicated by the arrow below:


To delete a Service type, create a support ticket.


This action will be reflected in the Provider View under the Appointment Tab as seen below.