- Click the Dashboard tab.
- Click the Go to Manager Module link.The Admin page opens.
- Click the Setup Sub Activities tab. The Service/Activity Sub Types page opens.
- Select Billable from the Type menu.
- Create sub activities for Assessment, Direct Behavior Therapy, Supervision and OA (Other Activities) from the Activity menu.
- Click the Add Sub Type for Activity.
- Enter a description and CPT code.
Note: It is recommended to add the CPT at the end of the description.
- Check settings to make the description active or hide it from the client calendar.
- Click Save.
- Click the pencil icon to make edits after descriptions are saved. The Edit sub type window becomes active. From here, users have the ability manage the description.
Back to the Top