You manage services, service notes and documents for clients in the Services and Services/Notes banners. Entering a service is the first step in creating a charge for billing insurance plans for payment. A service is the activity that the agency or staff provides to the client.
When a service is scheduled for the client in the future, it has a status of Scheduled. This indicates that the service is on the schedule for the client or clinician.
When the client appears for the service, the status is changed to Show.
Depending on the procedure code defined for the service, a service note may be required. If so, completing and signing the service note is the second step in creating a charge for billing plans for payment. After the service has ended, the clinician creates and signs the Service Note.
When the service has a status of Show and, where applicable, a signed note, there is an overnight process that runs that adds the charge to the service. The overnight process checks that all procedure and insurance plan rules are met and if met, changes the status to Complete.
If a rule is not met, the status remains Show and the service is listed in the Service Needing Attention widget on the Dashboard. If the charge cannot be billed, warning and error messages appear for the client's charge on the Service Detail page.
View Service Notes Status
There are several ways you can access the Services page and the Services/Notes page. The access process you use, depends on your job function and permissions.
Access From |
Purpose |
Manage a Note? |
My Office tab > Billing banner > Services sub-banner > Service Detail page |
· Access all clients' services. · Schedule a service for a client. · Identify when the client arrives for the service. |
No |
Client tab > Services banner > Service Detail page |
· Access a specific client's services. · Schedule a service for that client. · Identify when the client arrives for the service. |
No |
Client tab > Services/Notes banner > Service Note page |
· Access a specific client's services. · Schedule a service for the client. · Identify when the client arrives for the service. · Complete a service note. · Sign a service note. · View a service note. |
Yes |
Create Service/Notes drop down in the title bar; displays the Service Note page |
· Quick access to create a specific client's services with a status of Show. |
Yes |
From the Services (###) list page, you can:
Export the Records on the List Page
From the Services/Notes (###) list page, you can:
Export the Services/Notes Information for a Client