Assigning Service Codes to a Billing Fee Agreement

You can assign service codes to a billing fee agreement using the procedure below. For information on setting up service codes, see Managing Service Codes. See Setting Up a Billing Fee Agreement for information about creating billing fee agreements.

To assign a service code to a billing fee agreement, do the following: 

1. Open Dashboard, click Application Links on the navigation panel, and then click Lists under Firm.
2. Click Practice Lists > Billing Fee Agreements on the navigation panel.
3. Select the billing fee agreement you want to add a service code to, and then click Edit. You can also right-click a billing fee agreement and select Edit.
4. Click Select Multiple Service Codes next to the Service code box.
5. Select the service code type from the Select service code level list.
6. In the Available codes box, select the code you want to assign, and then click > to assign that item. You can also click >> to assign all the listed items to the billing fee agreement.

   Note: To remove an item from a billing fee agreement, select that item in the Assigned codes box, and then click <. Click << to unassign all codes from the billing fee agreement.

7. Click OK.