Setting up services

A service is one thing your practice sells: a consultation, a vaccination, a therapy session. Each carries a price, a duration, and the billing codes used when a claim goes out. Configure a service once and every visit that uses it inherits those settings.

The Services page

Go to Services in the left sidebar.

The page has two sections. Services lists individual offerings, each card showing price, duration, and small icons for attached questionnaires and consents. Packages lists bundles that combine several services at one price.

Create a service

Click Add Service. A panel opens on the right with five tabs: General, Questionnaires, Consents, Billing, and Booking. Only General is required — the rest have working defaults.

General

• Name (required) — what staff and patients see, e.g. "Initial Visit".
• Description — a short explanation. This appears on your booking page, so write it for patients.
• Price (required) and Currency (required) — the amount charged. Defaults to 0 and USD.
• Duration (required) — in minutes. Defaults to 30. This sets the appointment length when the service is booked.

Questionnaires and Consents

Select the questionnaires and consents this service needs. The panel states the rule plainly: they are auto-selected when this service is added to a visit. Attaching a consent here means nobody has to remember to send it — booking the service does it.

Both tabs draw on templates from Library. If what you need isn't listed, build it there first.

Billing

This tab is where claims get their codes. Filling it in now is what makes claim submission routine later.

Under Claim Defaults — "pre-filled when creating claims for this service":

• CPT Code — the procedure code billed for this service.
• Place of Service — the POS code identifying where care was delivered.
• Modifiers — any modifiers that always apply.

Under Eligibility — "settings for verifying patient coverage":

• Benefit Type Codes — X12 codes used for eligibility checks. The field hint gives examples: 30 = Health Plan, 98 = Office Visit.
• Prefer CPT Code — a toggle, off by default. Turn it on to check eligibility using the CPT code instead of benefit types.

Booking

• Buffer (min) — gap between bookings. Defaults to 0.
• Notice (hours) — how much advance notice is required. Defaults to 1.
• Max (days) — how far ahead patients can book. Defaults to 60.
• Weekly Schedule — toggle each day on and set working hours. All days default to off with 09:00–17:00 ready to use.

These rules apply to this service only, which lets you offer a same-day service seven days a week while restricting an annual exam to weekday mornings.

Click Create to save. The footer shows Ready to create once required fields are filled.

Edit or retire a service

Hover a service card and click the ⋮ menu in its top-right corner.

Edit reopens the same five tabs, with one addition on General: an Active toggle.

Switching Active off marks the service inactive — "inactive services cannot be used for new visits". Existing visits and past invoices keep their record intact. Prefer this to Delete when you stop offering something, since deleting removes the service outright.

Build a package

Click New Package in the Packages section.

Give the package a Title, an optional Description, and a Price — "combine several services with a single package price". Under Included Services, pick a service and set a Qty, then click Add service for each additional line. Use the drag handle to reorder, or the bin icon to remove a line.

The package price is independent of the sum of its services, which is what lets you discount a bundle. The seeded Wellness Series, for example, bundles three services at US$350.00.