Configuring Service Categories

Once you have a service category made (see Adding Service Categories) you may need to make the category visible to users on the Chart Tab or select which services will be available under that category.

Making a Service Category Visible

This is a per-user setting

Click the spanner icon under the Service List on the patient’s Chart Tab and choose “select which categories you see in the service list and the order they are shown” and click “Next”
Left-click to highlight the available category and then double click or use the arrows to move to the selected categories section.
Use the Up and down arrows to change the order or the remove item icon to remove any categories you no longer require.

Adding/Removing Multiple Services in Service Categories

Click the spanner icon under the Service List on the patient’s Chart Tab and choose “Create new service categories or edit existing ones and decide which services they display” and click “Next”
Click into the Category box to reveal the arrows and category selection button.
Select the category you wish to add/remove services from/to and begin ticking/unticking from the list of services
You can sort by payor code (useful for NHS codes) and push selected services to the top to easily see what’s currently selected

Adding one Service to a Service Category

A Service can belong to more than one category.
Right-click and select Edit on the service from the Patient Chart Tab or within Configure, Services double click a service to enter the Edit Service window.
Click the add icon to the right of the ‘Categories’ field; this will open the 'View Service Categories' window:

The tick boxes for “Base” & “T.Plan” indicate if this service category and its services are available for use for Base charting, Regular Treatment or both.

Left-click the service category to highlight it (default colour blue) and click “ok” to add the service to that Category
Repeat for other categories if the service needs to be added to more than one.