Services Portal Contract Service Codes Setup

Authorized Providers must set up Patient visits with the correct service codes that support the Services Portal connection. In the Contract Service Code window, the fields Share Visit Info with Services Portal and Require Services Portal Approval both directly relate to the Services Portal and self-direction approval requirements.

Complete the following steps to set up a Contract Service Code.

1. Go to Admin > Reference Table Management.

2. Select Contract Service Code from the Reference Table dropdown field and click Search.

   

3. Click the Add button at the top-right to add a Service Code.

4. The Contract Service Code window opens. Select Share Visit Info with Services Portal and/or Require Services Portal Approval.

   

5. Select Share Visit Info with Services Portal to display shifts using the Service Code on the Services Portal. Shared Services Portal information for the related visits are listed in the visit Verification tab. Refer to Visit Verification Tab: Services Portal Information topic to obtain further information.

6. Select Require Services Portal Approval if the shifts using the Service Code require approval by the Patient, Patient Representative, or Provider Coordinator.

7. Click Save.