Description - include a description detailing what this article is about. Lay the framework so a reader understands the learning objectivesThe following article details the setup to define and limit what charge codes are added to different types of work orders.

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 limit what service charge codes 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.Not sure what this means. I made an attempt but I think its wrong.- this is needs to be more clear. What tools?

...

Update Line of Business

For each Line of Business default charge codes apply, the ‘Enable Work Type Default Charge Codes’ must be set to ‘Yes’. To update, double click on the line of business and the Update Line of Business editor will display.

...

Setup: Work Type

Pathway: Set Up > Operations > Work Type Set Up > Update Work TypeUsing the Update Work Type tool in the Work Type Set Up screen, select Line Of Business and Service Type and Add or Remove Charge codes to automatically apply.

Work Type Setup controls which default charge codes are automatically applied for a designated work type. Use the LOB filter at the top of the screen to limit what displays. Double click on the work type to open the Update Work Type editor.

...

Add or Remove Default Charge Codes:

1. Double click on the Work Type to open the Update Work Type editor.

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

   • Click

   the

   • '+

   to add a Charge Code and - to remove a Charge Code

   • ' to include service charge code to the work order type when created by the system.

   • Click '-' to remove or exclude a service charge code from the work order type when created by the system.

3. 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.

...

1. Repeat this process for each work type that should include default charge codes.

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 to open the Update Charge Code editor.

2. Click on Select the Work Types tab.

   1. Click

   on the

   1. '+

   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.

...

1. 1. ' to include service charge code on that work order type when created by the system

   2. Click '-' to remove or exclude a service charge code on that work order type when created by the system