The Add Service Item Window

To add a Service Item

  1. Open the List Service Items (List Service Items screen, Using the List Service Items window (Service File))screen (List Service Items screen, Using the List Service Items window (Service File)) by selecting Configure > Services...
  2. Select the [+1] button at bottom right of the List Service Items

    AddServiceItem-PlusOne

    ... to open the Add Service Item window:

    AddServiceItem-DetailsTab

    This window controls how a service looks and functions.

    Service details can be edited as required at any time in the Edit Service Item window.

    To add a service you need to configure four areas of this window:

    Adding a Service Item - 3tabs

    1. Add a Service - A (Code, Description, Pricing Method)
    2. Add a Service - B (Details tab)
    3. Add a Service - C (Fees tab)
    4. Add a Service - D (Notes tab)

IMPORTANT:
When creating a service item you can load the usual fee. The price can usually be changed while creating a treatment plan by the Provider. However, some pricing methods will not allow the Provider to change the price while charting, regardless of security permissions, so only use these pricing options for fees that will not need to be adjusted.
The Pricing Methods that lock fees are By Jaw | By Tooth | Filter by Group | Per Appointment | Per Plan

See also...

Adding Service Items

Add a Service - A (Code, Description, Pricing Method)

Add a Service - B (Details tab)

Add a Service - C (Fees tab)

Add a Service - D (Notes tab)

Next >>

Add a Service - A (Code, Description, Pricing Method)