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?
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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. |
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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
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3 | On the Smart System Settings select Other Tab and Add New - Service Type Service Type Information Management Screen Opens |
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What are the Fields on the Service Type Information Management Screen?
Field Name | Screenshot | Description |
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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 |
Should be included on the: (check all that apply)
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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.
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Signature Required |
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Include DSM | No longer applicable | |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. |
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