When adding a New Service, please refer to your fee schedule, and ensure that there are no duplicated Services in your active Service list. Selection of a duplicated service code may not be connected to the applied authorization units, nor included on the agencies billing profile.
IMPORTANT: Before adding a new Service, please verify that all Services you provide have been added to the Services Manager prior to submitting your Billing Profile.
Related Video: Services Manager Video
Access Services Manager
- Hover over the Managers tab in the navigation bar and select Services Manager from the drop-down.
- Click Add New Service.
Add New Service
Refer to the definitions of the sections below as you fill in the information regarding your new service.
- Service - Service name to display. This may be the Service Code or Service name.
- Service Code- You must have a Service Code selected in order to submit a note.
- Modifier - Enter each modifier separately.
- Service Rate - The contracted/credentialed amount paid by the Funding Source. Determines how much is billed for the Service.
- Billing Unit - Determines how it is billed. Increment of time to measure units.
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Service Settings - Select all that apply.
- Service Is Billable – If you intend to bill this code through ShareNote.
- Service is Active – If you want it to show as a selection in Notes, etc.
- Allow Overlapping Service Times –Allows staff to create a single note including each Client present in the sessions they are documenting. After submitting, they can edit an individual Client's note. This means that there will be overlapping times for certain notes that use this Service Code.
- Professional Service – If Professional Credentials are required. Helps to identify which Service Codes the professional staff uses.
- Flag in Note Center When Used – Helps staff members identify a note that a particular Service Code is used on when viewing the list of notes in the Note Center. If selected, these notes will be highlighted in blue. This is typically used on Crisis Intervention Codes.
- Authorization Required to Use – Communicates with Allow Notes Without Authorization (located in the Note Preferences). This will globally override Authorization Required to Use.
- Effective and End Date - (optional) Effective Date indicates when that service code becomes active and is available for staff to use in documentation. The End Date is predominantly used for temporary codes (such as an instance of a disaster for example).
- Add-on Service Code - Indicates that the Service you are entering is the Secondary Service Code being used to support the Primary Service Code.
- Minimum and Maximum Time - Allows the Administrator to control the amount of time a staff is documented as time spent rendering a service. Must be entered in minutes.
- Revenue Code - For Institutional Services only.
- Funding Source(s) - (optional) Can select all that apply. Connects the Service Code to a specific funding source. Will only appear for people using those funding sources.
- Select Billing Profiles - (For existing Providers only) Allows you to add Billing Profiles.
- Copy From Existing Services - (For existing Providers only) Allows you to copy from an existing Service.
- Click Add Service when complete.