Enter a New Clinical Service

• Purpose
• Where do I enter the New Clinical Service?
• What are the Fields on the Service Type Information Management Screen?
• Where do I select the Service so that it is available for the clinic staff?

Purpose

To enter a new clinical service so that it is available to clinical and billing staff.

Where do I enter the New Clinical Service?

1	Select Gears on the SMART Toolbar to Open the Smart System Administrative Functions Note: Only Clinic Administrators have access to the Clinic Settings in the Gears.
2	Select Settings on the Smart System Administrative Functions to access Smart System Settings.  Note: Users need to have the Privilege of System Administrator in order to see the Settings Button Administrative Password is required
3	On the Smart System Settings select Other Tab and Add New - Service Type Service Type Information Management Screen Opens

What are the Fields on the Service Type Information Management Screen?

Field Name	Screenshot	Description
ID Code and Description		ID Code cannot be reused. User will be warned that the ID Code is already on File. Try Again. Description: Free text Alphanumeric Field - The description is what the user will see on the services menu. Do Not enter more than 50 characters. More than 50 characters can cause issues with some reports.
This Service Selections are not required		If the service requires an active treatment plan?  If yes, check box Note should be hidden from non-clinical staff. If yes, check box. Ordering provider must be specified for the is service.   If yes, check box. Should be included on the: (check all that apply) Assessment Services Report Treatment Report Direct Service Analysis Report - When selected, the service counts toward the required counseling hours. Medical Physical Services Report Quantitative Service Report
Physical Exam Form Service Category Staff Type Comprehensive Service Category Acceptable session		Physical Exam Form Only applicable if Form Type Physical Exam is being used. Selection will able Signatures Required Service Category Required - can cause issues with billing if there is no service category selected. Service Category is related to Unit Based Authorizations Staff Type - Some reports are dependent upon Staff Type Doctor Counselor Comprehensive Service Type Leave Default Hub Services Acceptable Session Time is at Least ____ But not more than clinical Staff will get a warning if the note is not within time frame entered.
Check for Overlap Note: The section is only available when Check for Overlap is selected on Controls 1 of the Clinic Setting		Required when Check for Overlap is selected on Controls 1 of the Clinic Setting. Check for overlap of recorded times between this and any other service for the patient or counselor. Ignore overlap of Recorded times.
Signature Required		Author - Staff who completed the service Patient Customize Signature - Up to 3 Customize Signatures can be created. Signature Requirements: (No signature is required if the check boxes are not selected)
Include DSM		No longer applicable
Note Template		Field is an optional free text field

Where do I select the Service so that it is available for the clinic staff?

On the Smart system Settings, General Tab, select the Program and Edit		Program Information Management screen opens
On the Program Information Management Screen, select Service Type Note: When a service is retired, it is no longer available on the Available or Selected Services.		Available Services - non-retired services. Selected Services - These non-retired services are available for clinic staff. To select Service - Highlight selected service and use the right arrow to select. To deselect a Service - Highlight Available Service and use the left arrow To Select All Available Services use Right Arrow | To Deselect all Selected Services use Left Arrow <|>