Creating a Service Code

In order to create a new service code, please take the following steps:

1. Click the three dots under the Actions column for the Fee Program you would like to create the service code for
2. Select Service Codes
3. Press Add on the right side of the screen
   
   
   
4. Fill in the relevant details
   • Code - Internal reference name (ex. individual_125) Does not appear on invoices
   • Service Label*- What will appear on the invoice when this service code is added (ex. Individual Therapy) Appears on invoices
   • Price - The cost of the service
   • Tax / VAT code - Taxes that this service code supports (please see below for more information)
   • Description - Internal description for reference
     
     
     
5. Click Save

Adding Taxes

Taxes can be easily added either as an inclusive or exclusive amount.

• Inclusive: Taxes are included in the total amount
• Exclusive: Taxes are added to the sub total

Tax Inclusive Price

1. Confirm that it is enabled for your organization
• Navigate to Settings -> Access Management
• Select Provider Admin
• Locate Billing Setup - Service Code Price Includes Tax and toggle the flag to Enabled
2. Take the steps outlined above to create a service code
3. Select the appropriate tax code from the Tax / VAT code dropdown
4. Enable Price includes taxes

   

5. Finish filling in the appropriate details for the code
6. When done, click Save

Tax Exclusive Price

1. Take the steps outlined above to create a service code
2. Select the appropriate tax code from the Tax / VAT code dropdown
3. Finish filling in the appropriate details for the code
4. When done, click Save