How To: Create a Service

Note: Properly configuring service settings ensures accurate billing, compliance, and documentation.

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Steps to Add a Service:

1. Navigate to Services

   • Go to More > Services in the main menu.

2. Locate the Add Service Button

   • On the Services Listing page, you’ll see the "Add Service" button in the upper-right corner.

3. Add a New Service

   • Click Add Service to open the service creation form.
   • Input the required service details, including service codes, descriptions, and any associated information.

Service Details

Field	Description
Service	The name and description of the service.
Service Code	Enter the service code only; do not include modifiers.
Modifiers	Up to four modifiers can be added, each listed separately in its own box.
Rate	The rate assigned to this service.
Service Rate	Enter the numerical rate paid for this service (refer to your fee schedule).
Rate Effective Date	The start date for this rate.
Rate End Date	The end date for this rate.
Billing Units	Defines how units are calculated (e.g., a 15-minute per unit setup would calculate a 1-hour note as 4 units).

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Service Settings

Setting	Description
Billable	Toggle ON if this is a billable service.
Add-On	Toggle ON if this service is used in addition to another service.
Allow Overlapping	Allows services to overlap (toggle ON for group services).
Auth Required	Toggle ON if this service requires an authorization in Notenetic.
Effective Date	The date this service becomes available.
End Date	The date this service should no longer be used.
Revenue Code	Input the revenue code for this service.
Min Time (in minutes)	The minimum document duration allowed for this service.
Max Time (in minutes)	The maximum document duration allowed for this service.
Allowed Places of Service	Select where this service can be rendered.

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Best Practices:

• Always refer to the current Fee Schedules when adding service codes to ensure accuracy and compliance.

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Related Resources:

• For more information, see: Assigning Services to Staff

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Note: The ability to add services is role- and access-based. If you do not have the necessary permissions, please contact your administrator.

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