Your services are your menu of offerings you provide to your clients. We want to ensure that eCaring captures all the great things you do within the system! Services are used in Authorizations, Scheduling, Billing, Payroll and Reporting. Proper setup will help you streamline and effectively utilize eCaring.
Step 1: Access Admin Menu
- Navigate to “Admin” in your toolbar
Step 2: Locate Services Menu
- Scroll down the Admin Panel on the left-hand side until you see “Services”
- Select “Services”
Step 3: Confirm/Add New Services
- Review the list of default services already available inside of eCaring. Keep in mind that these are service names not individual tasks.
- If there are any services that need to be added, on the right-hand side of your screen, select “Add New”. This will open the “Add Service” window
Step 4: Complete Service Information
|
1 - Service Name |
This is the name of the service to be provided. This will also be the value that is selectable and displayed across the eCaring system (such as when scheduling 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. |
|
4 - Status |
Indicate if this is an active service or inactive. Also indicate if this is a Primary Service (will you be rolling services up into this service? If yes, this is a Primary Service.) |
|
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; a typical entry is Reg for Regular. |
|
9 - Description |
Not required; provided more details on this provided service if desired |
|
10 - Work Hour Credit |
How many work hours does this service earn a field staff? Default is typically 1. |
|
11 - Report Template |
Please select Default |
|
12 - Unit |
In what time increments is this service provided? This may also be determined by the payor/agency. |
|
13 - Exempt From |
If applicable, select from the menu for any payroll exclusions that will apply to this service |
Step 5: Select Save
- Once you click Save, you will see your new service added to the list
- Please repeat these steps for each service you need to add