Setting Up Categories

Categories are used to organize related service codes and subcategories of service codes into groups.

When you set up categories, you can provide description text for the category that will print on invoices. Different invoice text can be entered for each language that is set up for the firm.

To set up or modify a category, do the following:

1. Open Dashboard, click Application Links on the navigation panel, and then click Lists under Firm.
2. Click Practice Lists > Service Codes >Category. The categories grid displays in the main window.
3. Do one of the following to open the Category Setup window:
   • Create a new category. Click New on the button bar, or right-click the grid and select New > New Category from the menu.
   • Edit an existing category. Select a category in the grid and then click Edit on the button bar, or right-click a category and select Open > Open Category from the menu.
     
4. Enter or edit the category information as necessary.

Component	Description
Category ID	Enter or edit the ID for the category. The ID must be unique.
Category name	Enter or edit the category name. The name entered here will be used for lookups.
Language	Select the language for which you want to enter or edit invoice text for this category. The languages that display in this list are the languages previously set up for your firm.
Category description	Enter or edit the category description that you want to print on billing invoices.
Paragraph	Enter or edit any additional text that you want to print for this category on billing invoices. If needed, you can insert a keyword by selecting it from the list. To enter or edit text for another language, select the language first, and then enter the new text.

5. Click one of the Save buttons or Cancel.

   Button	Description
   Save	Saves the changes and leaves the window open. This allows you to edit the current entries or perform additional work in the same window. An error displays if you click this button before entering all required information.
   Save & Close	Saves the changes and exits the window. An error message displays if you click this button before entering all required information.
   Cancel	Exits the window without saving your changes.