Description - include a description detailing what this article is about. Lay the framework so a reader understands the learning objectives.

Setup: Line of Business

Pathway: Set Up > Services > Line Of Business > (Select Work Type) > (Enable Work Type Default Charge Codes)

Enable Work Type Default Charge Codes in Update Line Of Business to include and limit what service charge codes show on a are included when work order is created by the application. Once enabled you can select which to include in each work type using the tools below. - this is needs to be more clear. What tools?

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Setup: Work Type

Pathway: Set Up > Operations > Work Type Set Up > Update Work Type

Using the Update Work Type tool in the Work Type Set Up screen, specify by Line Of Business and Service Type and Add or Remove any wanted or unwanted Charge codes to automatically apply. - Wordiness

To Add or Remove any Default Charge Codes from a Work Type:

1. Double click on the Work Type that you have enabled Charge Codes to open the Update Work Type editor.

2. Click on Select the Add/Remove Default Charge Code tab.

3. Click the + to add a Charge Code and - to remove a Charge Code.

4. Click Save when finished.

Note to Isabel - the images make this confusing. First image should be of the Work Type Setup screen to help illustrate how the Update Work Type window is populated. The second image should then be the Update Work Type popup window with the highlight around the Add/Remove Default Charge Code and the charge code examples.

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Setup: Charge Code

Pathway: Set Up > Services > Charge Code > Update Charge Code > (Work Type tab)

Use the Charge Code Set Up screen to add or remove charge codes in the Work Types tab.

1. Double click on the Charge Code you would like to update.

2. Click on the Work Types tab.

3. Click on the + to add a Work Type or the - to remove a Work Type.

Note to Isabel - the images make this confusing. First image should be of the Charge Code Setup screen to help illustrate how the Update Charge Code window is populated. The second image should then be the Update Charge Code popup window with the highlight around the Work Types tab and the example work types displayed.

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