The Services Listing screen (File > Inventory > Services) allows you to add new service items or edit existing ones by clicking the Add… or Modify… buttons respectively. In either case, you will be presented with the Add/Modify Services dialog.
NOTE: The ‘Name’ field is required for all services. Selecting a ‘Procedure Code’ will enter the procedure code description in the ‘Name’ field.
You can use a service with the ‘Calendar Appointment’ checkbox checked to schedule appointments in the Calendar module; if you leave this box unchecked, you can only use this service for exams and orders then. Enter the default ‘Duration’ for appointments using this service. You can override this default duration when you are setting up an appointment for the service in question. Select a color from the ‘Color’ drop-down list to assign the color in which the service will appear on the calendar when viewing the calendar’s color coding scheme by services.
NOTE: When a service has a recall reason attached to it and is charged to a patient in an order where the physician is “in-house”, the patient’s record automatically gets updated with the order date as the last exam date. Also, the recall date in the patient record will automatically get updated to the number of months associated with the recall reason. For more information, refer to the Recall Reasons Setup section further down this chapter.