Page History: Grouping Subservice Types using tags
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Page Revision: Fri, 08 Sep 2017 08:18
A tag can be added to subservices creating a subservice group.
To create a tag:
- Click Administrative Options.
- Click Contracts.
- Click Manage Subservices.
- Click a subservice.
- Click Edit Subservice.
- Click the ellipsis.
- Click Add.
- Enter the tag name.
- Click Save.
- Close List Editor.
To add a tag to a subservice:
- Click the Tags drop down arrow.
- Check the box for each tag that applies to that subservice.
- Click Save.
A subservice tag can be used to further limit the list of possible subservices when entering a new service for a client.
- Click Find Client.
- Enter search criteria.
- Click Search.
- Click the client record.
- Click Details.
- Click Service.
- Click New Service.
- Click Tags.
- Click a tag to highlight it.
- Close Select Subservice Tags.
Selecting Dental Services limits the list of service names to only subservices with the Dental Services tag that are Contracted Subservices for a contract that is active as of the date of the service entered.
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