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.
Also see: Add & Edit Billable Service Types
Jump to Section [Add Non-Billable Service Types] [Edit Service Type]
Add Non-Billable Service Types
- Click Organization tab in primary navigation bar.
- In Settings, click the Non-Billable Service Types tab.
- Click Add 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.
- 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.
Edit Service Types
- Click Organization tab in primary navigation bar.
- In Settings, click the Non-Billable Service Types tab.
- Click on the service type name. The service type pop-up window opens.
- 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.