The Main screen for Services shows detailed information for each specific Service. By using the navigation buttons at the bottom of the screen, you are able to view, edit and add Services and their details. Users can also view a condensed version of the Services list using the Browse button. The browse view shows specific important details for each service. These details are the most commonly accessed details and can be modified directly from the browse window. This option is also the best way to add or modify multiple services.
- Code: a short code to assist in searching for a service in lists (max 3 characters)
- Description: Service name – searching is possible by the code or the description. Displays on Patient Transaction Ledger and other reports
- Default Amount: default charge for the service – should reflect the most common charge – can be Zero
- Category: Services can be categorized to aid in attaching to insurance (See Service Categories)
- Plan Eligible: if checked this option allows the selected service to be included in Financial Care Plans for patients. Plan services can be customized on an individual patient basis
- List on VTC: this option allows the provider to charge for the selected services in addition to or including the default service, from the VTC when Posting an Adjustment. To properly configure this you also need to select ‘Show Services on VTC’ in the System Setting screen See the System Settings section for additional details
- Count As A Visit: Atlas tracks patient visits by the service that was charged – to properly count we recommend checking this box on any type of Adjustment - 3-4 region, 1-2 region, Medicare Adj, etc Ex: provider sets patient on a 82 visit schedule for the year – what that provider is saying is ‘you need 82 adjustments this year’ – to track those visits Atlas uses the services selected here to count
- Is A Workshop: sometimes it is necessary to track a patients attendance in specific Workshops offered in your clinic. To help track, we recommend creating a transaction on the patient ledger (this transaction can be a $0 charge). Using this option, in conjunction with the patient Sign In screen, Atlas can automatically post the appropriate transaction on a file.To properly configure auto Workshop transactions, first select the services attributed to the workshop. In our example, we will call our service ‘Eating Healthy’ and associate a $0 charge. To continue setting up this feature, skip to the heading WORKSHOPS at the end of this section.
- Default Insurance Code: US insurance companies often times require an Insurance code on submitted Claims, this is the area to enter that information. This prints in Box 24D on HCFA. Certain Insurance companies require special codes that can be customized in the Insurance Company Setup screen
- Default Modifier: US insurance companies often times require an Insurance code modifier on submitted Claims, this is the area to enter that information. Prints in Box 24D on HCFA. Certain Insurance companies require special modifiers that can be customized in the Insurance Company Setup screen
- Default Insurance Units: US insurance setting for Box 24G on HCFA – if blank default is one unit
- Needs Referring providers: if checked the service will require a provider referral – used in US insurance – Referring Provider name is configured in the Patient Insurance Screen
NOTE: use button (item 5 in the image) labeled ‘SHOW DISCONTINUED’ to view inactive services