Creating New Services

As much or as little information as desired can be entered when creating a service, and additional information can be added later. The service may not function correctly, however, until the configuration is complete.

When adding a new service item it is advisable to first check if the code already exists. If a duplicate code is used, a prompt will appear saying that this code is already in use. To check if a code is already in use, type the code into the ‘Sort By Code’ box at the bottom of the screen. If it already exists the service will be highlighted in the area above.

When deciding on a new code bear in mind that the service list is sorted alphabetically, and also divided into sub-sections, such as Crowns. Therefore, it is advised that the new item code starts with the first letter of the group it is to appear in. For example if adding a Procera crown, the code would begin with C, e.g. 'CPRO'. If this were added into the service file as 'PRO', it could appear in the Perio section.

To Create a New Service:

1. Select Configure > Services. The List Service Items window (List Service Items screen, Using the List Service Items window (Service File)) will appear.
2. After checking that the code is not already in use, press the [+1] button.

   The Add Service Item window will appear.

3. Configure the areas of the List Service Items window:
   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)
4. Configure the Details Tab information as necessary, i.e., selecting a price code, graphic and colour for the service and adding it to any categories. These options control what the service will look like and how it will function.
5. In the Fees Tab, enter pricing information as appropriate.
6. If required, enter Standard Clinical or’ Invoice/Estimate’ notes for this service.
7. Press the OK button to create the new service and return to the List Service Items window.