---
title: "Company Settings: Service Plans"
description: Assign services to the procedure codes that your team will be working.
---

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# Company Settings: Service Plans

## Assign services to the procedure codes that your team will be workinging.

**Jump To**  
[Accessing the Company Settings Page](https://knowledge.billiyo.com/knowledge/company-settings-service-plans#access)  
[Setting Up New Procedure Codes and Service Types](https://knowledge.billiyo.com/knowledge/company-settings-service-plans#Assign)  
[View Procedure Codes and Services Types](https://knowledge.billiyo.com/knowledge/company-settings-service-plans#view)

### Accessing the Company Settings Page

To access this page, head to ***More \> Company \> Company Settings ***in the left menu.

![Company Settings (2)](https://knowledge.billiyo.com/hs-fs/hubfs/Company%20Settings%20(2).gif?width=670&height=1080&name=Company%20Settings%20(2).gif)

### Setting Up New Procedure Codes and Service Types

Within the company settings page, click on the ***Service Plans*** tab on the left side of the screen to view and edit the services that appear when creating a care plan.

![](https://knowledge.billiyo.com/hs-fs/hubfs/image-png-Sep-07-2022-05-19-30-46-PM.png?width=670&height=404&name=image-png-Sep-07-2022-05-19-30-46-PM.png)

To add a procedure code (or service type for private pay) and select its services, click on the blue lines in the top right corner above the table.

![](https://knowledge.billiyo.com/hs-fs/hubfs/image-png-Mar-25-2023-04-17-06-7967-PM.png?width=670&height=170&name=image-png-Mar-25-2023-04-17-06-7967-PM.png)

On the pop-up that appears, the following fields will appear to fill out: 

-  Insurance or Private Pay 
- Procedure code — If we selected "Private Pay" in the first field, this field will show as "Service Type" instead.
- Modifier (*if applicable*) — If "Private Pay" is selected in the first field, this field will not appear.
- Service(s) — The services that will be selected from when creating a care plan for this procedure code (+modifier, if applicable) or service type.

After filling out the fields, click on the ***Save*** button.

### View Procedure Codes and Services Types

There will be two tabs that appear on the screen towards the tope right, ***Insurance Pay*** and ***Private Pay***.  

![](https://knowledge.billiyo.com/hs-fs/hubfs/image-png-Mar-25-2023-04-18-05-6700-PM.png?width=670&height=192&name=image-png-Mar-25-2023-04-18-05-6700-PM.png)

In the ***Insurance Pay*** tab, we'll be able to review the services for procedure codes that have been entered. In the ***Private Pay **tab, *we'll be able to review the services for [service types](https://knowledge.billiyo.com/knowledge/add-service-type?hsLang=en) that have been entered.

Edit any of the procedure code or service type services by clicking on the blue pencil icon that appears under the ***Action*** column heading for the line.

![](https://knowledge.billiyo.com/hs-fs/hubfs/image-png-Mar-25-2023-04-19-10-7669-PM.png?width=670&height=170&name=image-png-Mar-25-2023-04-19-10-7669-PM.png)

To delete a procedure code or service type, click on the *trash can* icon under the ***Action*** column heading for the line.

![](https://knowledge.billiyo.com/hs-fs/hubfs/image-png-Mar-25-2023-04-19-41-3342-PM.png?width=670&height=170&name=image-png-Mar-25-2023-04-19-41-3342-PM.png)

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