Services and Service Codes are used throughout eCaring in key areas such as Authorizations, Scheduling, Payroll, and Billing. Taking the time to properly configure your Services is essential, as they serve as the foundation of your eCaring environment and support many of your agency's day-to-day operations.
Before using eCaring, your agency should establish a complete master Service List. Services configured in this list are used throughout the system and serve as the foundation for key processes, including scheduling, authorizations, billing, payroll, reporting, and compliance tracking. Proper setup of your Service List helps ensure accurate data and efficient workflows across your organization.
In eCaring, a service is a specific type of care, support, treatment, or activity provided to a client. Services are used to define what care is being delivered, who can provide it, how it is billed, and how it is tracked for compliance and reporting.
How to add a new Service:
Sign into your eCaring Dashboard.
Navigate to Admin in your menu toolbar and select.
Scroll down the Admin Panel on the left hand side until you see Services and select.
The Services List is where you manage all services within your eCaring tenant. Some services are preloaded as part of the initial setup. From this page, you can view service information, update existing services, and add new services as needed to support your agency's operations.
On the right hand-side of your screen, select Add New.
This will open the Add Service window.
Please view the grid below for more information on each section for adding a service.
| 1 - Service Name |
This is the name of the service to be provided. This value will also be available for selection and displayed throughout the eCaring system, including when scheduling visits or creating authorizations. |
| 2 - Service Code | Enter the code associated with this service (this could be determined by your office or the billing entity) |
| 3 - Primary Service |
What category of services does this belong to? Primary indicates a main category that several other services can fall under. This makes it easy to link multiple services to one primary service. Important note: SYSSVC is a system generate service, this cannot be removed and should not be used as a Primary Service |
| 4 - Status |
Indicate whether the service is active or inactive. Also specify whether it is a Primary Service. A Primary Service is used when other services will be grouped or rolled up under it. |
| 5 - Pay Type | Indicate if this service is payable or non-payable when performed by field staff. |
| 6 - Bill Type | Indicate if this service is billable or non-billable to an agency/payor. |
| 7 - Payroll Code | Not required; if needed enter a code associated with the service for payroll purposes |
| 8 - Pay Item | Not required; typical entry is Reg for Regular. |
| 9 - Description | Not required; provided more details on this provided service if desired |
| 10 - Exempt From | If applicable, select from the menu for any payroll exclusions that will apply to this service |
Click Save and you will see your new service added to the list.