In order for a procedure to be used as either a manual or automatic add-on code while recording services, it needs to be setup in the Procedure/Rates record via the Add-On Procedure Codes tab.
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- With the client open, click the Search icon.
- Type Services into the Search bar.
- Click to select Services (client).
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- Either select an existing service or start a new one by clicking om the New icon.
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- On the Service Detail screen fill out the required fields, including the primary procedure.
- Once the primary procedure has been selected, the Add-On Codes tab will be displayed; select the tab.
- Using the dropdown menu, choose the add-on code and then complete the Start Time and Duration fields
- Click Add.
- Click. Save
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