Service items are service codes that may not be an appointment, they are additional services or products that you need to bill ACC for. eg. COPY, STPR, 2152, splinting, x-ray, orthotics
Adding service item related to an appointment
Service items may be related to an appointment, ie the item shares the same: practitioner, appointment date, and patient. To add related service items:
Head to Appointments.
Click the
button to the left of an appointment that the item will relate to, or on the calendar view click on the appointment.
Under 'Service Items', select the service item that wish to add
Click the 'add' button
The service pop-up form will be shown
Add in any other details that are needed eg, Custom amount, Duration or Units
Save the item
Adding non-related service items
If you need to bill ACC for a particular service and the patient does not have an appointment, or you the service code doesn't relate to an appointment.
Head to Appointments.
On the list view click the
button from the table header menu:
On the calendar view click in a free spot on the calendar.
The add service item pop-up form will open.
Select the practitioner
Select provider type
Select the service you are adding
Select the billing method. There may be only one billing method for a service
Select the date for the service. If you opened the pop-up from the calendar a date and time will be auto-populated
Select a time. The time is not used by ACC, only by SubmitKit to place the item within your appointments
If the service has a hourly billing rate, you will also need to select a duration, which will be in minutes. If the billing method is units, enter the number of units
Use the auto-complete to find the patient the service belongs to
Save the item
Editing service items
Appointments that are service items will have a Edit Service button, which will open the pop-up form for editing.
Invoicing service items
These service items are invoiced the same as normal ACC appointments. Before invoicing ACC for a service item you need to set a claim number for the appointment. If you need to you can set a purchase order number. Details on adding a purchase order number are here