Adding Services to a Payer

1. Access the Services Tab

1. 1. Go to the > Payer section in the left panel.
   2. Select the Payer to which you want to add a service.

2. Add a New Service

1. 1. Select the Services tab at the top of the page.
   2. Click the blue + Add Service button located above the table on the right side.

1. Fill in and select the appropriate fields in the Add New Service pop-up window:
   1. Service: Choose the type of service
   2. CPT Coder: Enter the CPT code
   3. Type: Choose the service type.
   4. Unit Size (Minutes): Enter how many minutes are in 1 unit for this service type (e.g., if 1 unit = 15 minutes, type “15”).
   5. Min Unit and Max Unit: Enter the minimum and maximum number of units allowed in one appointment (e.g., Min = 1, Max = 4 with a unit size of 15 minutes means an appointment must be between 15 to 60 minutes).
   6. Require Signature: Toggle to enable if every appointment with this service type will require a signature to be rendered.
   7. Require Notes: Toggle to enable if every appointment with this service type will require a note to be rendered.
   8. Diagnostic Codes: Enter the Diagnostic Codes

3. Save the Service

1. 1. Click the Add button at the bottom of the pop-up window.
   2. The new service type will appear in the table.