- Click the Dashboard tab.
- Click the Go to Manager Module link. The Admin page opens.
- Click the Setup Sub Activities tab. The Service/Activity Sub Types page opens.
- Select Billable from the Type menu.
- Create sub activities for Assessment, Direct Behavior Therapy, Supervision and OA (Other Activities) from the Activity menu.
- Click the Add Sub Type for Activity.
- Enter a description and CPT code.
NOTE: It is recommended to add the CPT at the end of the description.
- Check settings to make the description active or hide it from the client calendar.
- Click Save.
- Click the pencil icon to make edits after descriptions are saved. The Edit sub type window becomes active. From here, users have the ability manage the description.
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