How to create service types
Go to Settings by clicking on your name at the top right-hand side of the page
On the left side menu, under Billing select Services
Select Create Service
Under Code, enter the CPT Code.
(Tip: If a CPT Code does not apply, enter the name of the service. For example, “late cancellation fee”)In the Description field, enter a short description of the service. For example, “30-minute psychotherapy”
Under Rate, enter your full price for this service.
Click Create
Editing Services and Fees
You can edit existing Services by clicking the service you want to update
The charge will open in the right-hand pane
Make the desired changes
Click Save Changes
Deleting and Archiving Services
Stay tuned! This feature will be coming soon