Record a Combined Service Set

Combined Service Sets are a set of services that always need to be billed together. For example, Individual Therapy and an Add-On service.

Workflow

Let's review how to record a Combined Service Set together!

• 1. Navigate to the Attendance Calendar.
     
  2. Select the + icon.
     
  3. Under Add New, select Combined Service Set.
     
  4. Select the Facility.
     
  5. Next, select the set under Select Combined Service Set.
     
  6. Update the Rendering Provider dropdown.
     
  7. To change the Billing Provider from the practice default, click the dropdown.
     
  8. If there is a Referring Rendering Provider, update the dropdown and the Referring Rendering Provider Role dropdown.
      
  9. To update the default payment method from Insurance to Private Pay, click the Payment Type dropdown.
     
  10. If one or both of the services require a standalone authorization, update the Authorization Status.
      1. Next, input the Authorization Number. Please note each claim can only contain one authorization number. If a claim needs more than one authorization number, please contact support.  
         
  11. Under Add Standalone Diagnoses, select the + icon to add the existing diagnosis.
      1. To include a different diagnosis, select Add New Diagnosis.  
         
  12. Under the Services section, update the number of Units you wish to record for each service.
      
  13. To record for only one service, click the X icon to delete the other service. 
  14. Finally, select Save to finish the process.
      

Submit Attendance

Once you have recorded all dates of service, click Submit for Billing to move all recorded services to the Work Center for claim creation. For more information on creating claims, click here. 

Helpful Hints

• For additional information on creating a Combined Service Set, click here. 
• If you do not have the option to include a standalone authorization number, please contact support for additional configuration.