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Page History: Grouping Subservice Types using tags

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Page Revision: Fri, 08 Sep 2017 08:34

A tag can be added to subservices creating a subservice group.


To activate tags:

1. Go to C:\Program Files (x86)\CAREWare\RW CAREWare Business Tier.
2. Click Stop Server.
3. Cick Common Storage Settings.
4. Click cmm_st_pk to set the list in alphabetical order.
5. Scroll to UseSubservice Tags.
6. Change the value for cmm_st_number from '0' to '1'.
7. Click another space to save the change.
8. Click Server Settings.
9. Click Start Server.
   

To create a tag:

1. Click Administrative Options.
2. Click Contracts.
3. Click Manage Subservices.
4. Click a subservice.
5. Click Edit Subservice.
6. Click the ellipsis.
7. Click Add.
8. Enter the tag name.
9. Click Save.
10. Close List Editor.
    

To add a tag to a subservice:

1. Click the Tags drop down arrow.
2. Check the box for each tag that applies to that subservice.
3. Click Save.
   

A subservice tag can be used to further limit the list of possible subservices when entering a new service for a client.

1. Click Find Client.
2. Enter search criteria.
3. Click Search.
4. Click the client record.
5. Click Details.
6. Click Service.
7. Click New Service.
8. Click Tags.
9. Click a tag to highlight it.
10. 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.



Click here to download these instructions.

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