1.) Press the New button.

2.) Choose a Parent Billable Service from the dropdown menu. The options here are: 'Counseling', 'Dosing', 'Drug Screens', and 'Scheduled Events'.

3.) Choose a corresponding Parent Service Type form the dropdown menu.

4.) Enter a description for the Linked Billable Service type.

5.) Depending on the Parent Billable Service selected, choose a Charge Behavior:

• Automatic - The linked charge is applied automatically when the parent charge is created. This is the default selection.

• User-Selected - At the time that the case note or drug screen is added, the user is presented with a 'Charge for Linked Billable Service(s)' dialog box where they can select linked services to be added. This selection allows for further customization by using the User-Selected options:

Selected by Default - With this option selected, the service will automatically be selected in the 'Charge for Linked Billable Service(s)' dialog box after saving the case note or drug screen results. Services using this selection can be unchecked before applying the changes.

Selection is Locked - With this option selected, the service will automatically be selected in the 'Charge for Linked Billable Service(s)' dialog box and can only be de-selected if the user has the security privileges to do so.

• Rule-Based - This selection only applies to the 'dosing' parent billable service type. The charge is applied automatically at dosing, and is based on the selection made in the 'Rule-Based' types dropdown:

Charge Per Dose Type Unit - The charge amount will be multiplied by the number of units of medication received (ie. 1 Tablet = 1 Unit of Service).

Charge Per Dose Type Unit (Smallest Dose Amount = 1 Unit) - The charge amount will be multiplied by the number of units of medication based on the smallest dose amount defined for the dose type received (ie. 0.5 Tablet = 1 Unit of Service).

Rule - The Inventory Dispensing Rule (drug/dose type) selected in this dropdown indicates what drug/dose type the Linked Billable Service charge will apply to.

6.) After all selections have been made to the Linked Billable Service Type properties, click Save.

1.) From the Accounting menu, click on the Billable Services option. This will open the Billable Services screen.

2.) From the grid, select the 'parent' Billable Service to link a 'child' Linked Billable Service Type to.

3.) Click on the Link button. This will put the selected service in 'Link Mode'.

4.) Click on the ellipsis button to the right of the 'Service Type' dropdown menu field. This will open the 'Linked Billable Service Types' pop-up application window.

5.) From this window, create the new Linked Billable Service type following the steps from the above procedure.

6.) Click on Save to create the new Linked Billable Service type.

7.) Click on Close to close the application window and to be returned to the Billable Services screen.

8.) Select the newly created Linked Billable Service from the 'Service Type' dropdown menu.

9.) Enter a 'Service Name' for the linked billable service.

10.) Make all other required Billable Service property selections specific to the Linked Billable Service type, including the payer and patient rates.

11.) Click on Save to complete the process and link the 'child' Linked Billable Service to the 'parent'.

1.) Select the Linked Billable Service Type record to be edited from the grid.

2.) Click the Edit button.

3.) Make the desired changes to the properties of the record. If the selected Linked Billable Service record is already linked to a parent Billable Service, then only the 'Linked Service Type Description' can be edited.

4.) Click Save.

1.) Select the Linked Billable Service Type record to be deleted from the grid.

2.) Click on the Delete button.

3.) If the linked service type is not linked to a parent Billable Service, then a 'Delete?' confirmation dialog box will appear. If you are sure you want to permanently delete the linked service type, then click Yes.

4.) If the linked service type is linked to a parent Billable Service, then a 'Validation Message' dialog box will appear. Linked Billable Service types that have been linked to a parent Billable Service cannot be deleted, only deactivated.

5.) Click OK to close this dialog box.

To Deactivate a Linked Billable Service Type

1.) Select the Linked Billable Service Type record to be deactivated from the grid.

2.) Click on the Deactivate button.

3.) A 'Deactivate?' dialog box will appear confirming the deactivation.

4.) Click Yes to deactivate the linked service type.

To Activate a Linked Billable Service Type

1.) Click on the box at the top right of the screen to 'Show Inactive Types'.

2.) Select the inactive Linked Billable Service record from the grid.

3.) Click on the Activate button.

1.) 'Counseling' and 'Drug Screen' Billable Services have the ability to use 'User-Selected' Linked Billable Service types. 'User-Selected' service types can be configured to be selected by default or locked when the parent service is being applied. *See above Charge Behavior section for more details.

2.) After saving a case note or drug screen result record, where the patient's Billing Episode Payer/Rate Group has an associated Linked Billable Service, the 'Charge for Linked Billable Service(s)' application window will pop-up. This window is broken up into 4 sections:

Parent Billable Service Information - The top section shows the 'parent' Billable Service name.

Linked Billable Service(s) Available for Selection - This section contains a 'Select All' checkbox, allowing the user to apply all available Linked Billable Service types to the parent service. Below that checkbox, is a list of available Linked Billable Service selections. Check the linked services to apply them to the parent service. Service types that have been configured to be 'Selected by Default' on the Linked Billable Service Types screen, will automatically be checked when the window appears.

Locked Service(s) Requiring Security Access To Select - Linked Billable Service types with the 'User-Selected' option 'Selection is Locked' checked, will appear in this section. The ability to select/deselect these linked services is security driven. This section also has a 'Deselect All' checkbox.

Linked Billable Service(s) to be Charged for Automatically -  This last section list the Linked Billable Service types that have been configured to charge automatically when the 'parent' Billable Service is being applied.

3.) After making the Linked Billable Service Type selections on the 'Charge for Linked Billable Service(s)' application window, click Save/Close.

NOTE: When a case note or drug screen result is edited, after the edits have been made and saved, the 'Charge for Linked Billable Service(s)' application window will appear to allow for any changes to be made to the Linked Billable Service type selections.