Adding service types allows you to raise invoices and apply billing information to the invoice. This article will help you add, edit and delete service types.

If you wish to proceed with bulk billing, patient claims or DVA claims, we recommend that the item number is matching the given benefit item number from Medicare. You can find all item number listed on the Medicare Benefits Schedule.

This article includes:
  

1. Create a Service Type

2. Editing a Service Type

3. Delete a Service Type


Creating a Service Type

1. From the Dashboard, click on Setup then Settings
2. Click Service Types 
3. Click Create Service
4. Enter the details, then click Save

💡 To make the service item stockable, tick the 'this service is stockable' check box.

LEVELS: Enter current levels you have, minimum and maximum stock you would like to have on hand.

EMAIL ALERT: When you have reached your minimum or maximum stock levels, an email will be sent to this address.

COST PRICE: The cost price you paid for you stockable item. Create categories and keep track of the stockable items, supplier, model, class and style.


Editing a Service Type

1. From the Service Types page, click on the service type you wish to edit and once you've updated the details

2. Click Save

💡 Editing a service type does not affect your reports, however when accessing a historical invoice with the deleted service number, you are no longer able to edit/change the invoice.


Deleting a Service Type

1. Similar to editing a service type, click on the service type you wish to delete

2. Click Delete Service

💡 Deleting a service type does not affect your reports, however when accessing a historical invoice with the deleted service number, you are no longer able to edit/change the invoice.


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