Company Settings: Service Plans

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Accessing the Company Settings Page
Setting Up New Procedure Codes and Service Types
View Procedure Codes and Services Types

Accessing the Company Settings Page

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

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.

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.

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.  

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 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.

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