Add & Edit Non-Billable Service Types

Create Non-Billable Service Types for services that are not billed to insurance. These service types may be either paid or unpaid time for staff and limited by Staff Positions. 

Add Non-Billable Service Types

1. Click the Organization and Settings in the navigation bar.
2. Click the Billable Service Types tab.

    NOTE:  You can also create non-billable service types. See Add & Edit Billable Service Types for more information.

3. Click +Add Service Type. The Add Service Type window opens.
   
   
   
    
4. Enter information and click Save Service Type. 
   
   • Enter Service Type Name.

      NOTE:  To help distinguish Non-billable from Billable service types it is recommended that you preface all non-billable names with the same thing. i.e. Put NB- before all names.

   • Add a Code to be used for the non-billable service type.

      NOTE:   To help distinguish Non-billable from Billable service types it is recommended that you preface all non-billable codes with the same thing. i.e. Put NB- before all codes.

   • Select the Applicable Positions that may use the non-billable service type. Multiple positions may be selected.
   • Associate Pay Code Non-Billable Service Type which is used to calculate payroll based on the rate associated with the pay code.
   • Select a Supervision Status.

      NOTE:  If Do not bill overlapping direct service type is checked in EDI file settings for your insurers, then you must also choose the appropriate Supervision Status of Supervision or Direct to ensure proper billing. If the status is set to none you will be unable to schedule supervision appointments. Learn more.

   • Create a Service Type Color Code (optional) - Select a background and text for color for Service Type. This displays on the Calendar view in each Appointment.
   • Exempt from Payroll - Set specific service types as being exempt from payroll so that they do not pull into the payroll report.
   • Click Save Service Type.
      

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Edit Service Types

1. Click the Organization and Settings in the navigation bar.
2. Click the Non-Billable Service Types tab and locate desired Service Type.
3. Click the name of the Non-Billable Service Type. The Edit Service Type window opens.
    NOTE:  You may search for service types by entering the desired text in the field at the top of a column. More than one column may be used to narrow the search.
   
   
   
    
4. Edit appropriate information and click Save Service Type to update. You also have the ability to archive and unarchive service types.

    IMPORTANT:  The service type will now be updated for all past and future appointments. 

   
   

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