Create a Procedure
A procedure is how the system determines if the codes selected on a calendar item is billable or not when released. A unique combination of codes (activity,program,location) can link to a procedure.
Creating a new procedure can be done under List Maintenance - Procedure. You will need the list maintenance permission in order to add/change a procedure.
Step 1: Click the Add New Procedure button
Step 2: Fill in the values for a procedure
| Field | Description |
|---|---|
| Code | A short code to represent the procedure (max 5 character) |
| Name | The name of the procedure |
| Active | Is this procedure active? Inactive procedures are not used during billing |
| Income Account | If the item is posted to accounting this is the default income account that is used |
| Billable | Is this procedure billable? |
| Action Item | |
| Allow Third Party | This procedure can be used to link to a third party payment source (insurance company) |
| No Fee Override | On a clients billing schedule, you can "override" a procedure to have a different charge than what was created in list maintenance. If this checkbox is checked, you can not override the procedure on the billing schedule. |
| Calendar Subject as Description | If the item is posted to accounting the invoice description will be the subject of the calendar item that mapped to the procedure. |
| Check Script | When the item processes, this will indicate that it is used in the custom processing script. |
The default checkboxes for a standard billable procedure would be:
Checked: Active, Billable , Action Item, Allow Third Party
UnChecked: No Fee Override, Calendar Subject as Description, Check Script
Step 3: Click the Save Procedure button
This will save the new procedure. You can close the dialog after the save.
Now that the procedure is created, you can now link what codes make up this procedure.