- Dashboard.
- Manager Module
- Setup Sub Activity
- Choose Type - Billable
- Create Sub-Activities to Assessment
- Direct Behavior Therapy
- Supervision
- OA
- Add Sub Type for Activity
- Create your description
- We suggest adding the CPT code to the end
- Save
NOTE: Once you complete these, and you schedule or render sessions, you will NOT want to edit or make changes. It will cause billing issues and a lot of extra work.
- Click on the pencil under Edit to make changes.
- Check the box Hide from Client Calendar to not be seen.
- Uncheck Active and it will not show in the auth section.
NOTE: Once all activities have been completed you are ready to add the Rate List/Fee schedule for each payor.