Services are designations that can be given to appointments on the Calendar. They serve two purposes:
- For system-only users, it allows them to designate a service.
- For system users who also use MyClientsPlus by Ensora Health, a billing code can be associated with a Service. If the appointment from the system calendar is imported into MyClientsPlus by Ensora Health as a client session, the client session will use the associated billing code.
To access Services, click on My Account and then Add/Edit Services.
- Click on Add a Service.
- Name the Service.
- A description may be added but is optional.
- Add a billing code if this system account is connected to a My Clients Plus account.
- You can mark the Service as "Billable" if you will be importing appointments into My Clients Plus.
- Select the desired color of the Service.
- Click the Save button at the bottom of the screen.
Services can only be added or modified by a user with Administrative Privileges.
You can change the color of a Service by clicking on Calendar and scrolling to the bottom of the page. Click on the Service you would like to change and select a different color.
When a service is added to an appointment, the color of the Service will show on the appointment. Below is an example of a calendar with Services added to some of the appointments.
NOTE: Only user(s) that have Administrative privileges for the Practice can add or modify Services. Services are set up for the Practice.