Billing Unit Service Types

Context:

You can view the information about the ProviderPro Billing Unit Service Types that were synced to Time Tracking.

Note: Do NOT add, delete or make changes to the billing unit service type settings within Time Tracking if you sync from ProviderPro. The changes will be overwritten the next time the sync runs. Make all changes to billing unit service types in ProviderPro. To make Billing Unit Service Types read only in Time Tracking turn on the Disable Synced Properties Default setting in Options.

Staff select a unit service type when they are documenting unit-based services such as client mileage. The billing unit services types available to staff to select from when logging mileage worked with clients are set in the Data Collection Type assigned to their Staff Permission Group. The options set up in Billing Unit Service Types are used in the export file that is later imported into ProviderPro Billing Unit Entries.

Task:

To view or update a billing unit service type:

Log in with your full login.
Select Setup from the menu.
Step Results: The Setup screen opens.
Select Billing Unit Service Types on theDataPlus Setup card.

Step Results: The Billing Unit Service Types screen opens.
Select a billing unit service type card from the list or enter a billing unit service type in the Search box to search for a specific billing unit service type.

If you do not sync billing unit service types from ProviderPro, select Add to create a new one.

Step Results: The Billing Unit Service Type screen opens.

Complete or modify the information below as needed:

Code	The Code of the Unit Service Type used to import unit-based services worked with clients into ProviderPro Billing Unit Entries. If you use a Data Entry Translation with this service, make sure you enter the Code of the "entry" Unit Service Type (indirect) and not the "result" Unit Service Type (direct or no billing).
Description	Enter a description of the unit service type. This is what staff will see in the list of services to select from.
Use Client Ratios	Select to use client ratios when entering unit-based transactions with clients for this unit service type.
Indirect Service	Select if processing Staff Mileage without clients as an indirect service through billing. If selected, Use Client Ratios should NOT be selected. In most cases, this option will not be used as mileage without clients should be logged via Staff Mileage instead.
Active	Select if the unit service type is "in use" and will appear in the list of choices.

Select Save.
Select Add on the Excluded Service Locations card to select any service location that would never use this service type for data entry.

Step Results: The Excluded Service Locations pop-up opens.
Select the service locations that would never use this service type and then click Save.

Step Results: The excluded service locations appear on the card.
Select the minus sign next to a service location to remove it from the list of exclusions for this service type.

Step Results: A confirmation message appears.
Select Yes.

Step Results: The service location disappears from the card.
Select Add on the Excluded Clients card to select any client that would never receive this service type for data entry.

Step Results: The Excluded Clients pop-up opens.
Select the clients that would never receive this service type and then click Save.

Step Results: The excluded clients appear on the card.
Select the minus sign next to a client to remove them from the list of exclusions for this service type.

Step Results: A confirmation message appears.
Select Yes.

Step Results: The client disappears from the card.