The following article details the setup to define and limit what charge codes are added to different types of work orders.

Permissions

The following permissions apply: 

Setup: Line of Business

Pathway: Setup > Services > Line Of Business > 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: Setup > Operations > Work Type Set Up > Update Work Type

Work Type Setup controls which default charge codes are automatically applied for a designated work type. Use the Line Of Business 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 display the Alerts and Surcharges tab.  
2. Select the Add/Remove Default for Charge Code tab.  
   • Use the toggle switches to add or remove. To add, toggle the switch to green. 
3. Click Save when finished. Repeat this process for each work type that should include default charge codes.

Setup: Charge Code

Pathway: Setup > Services > Charge Code > Update Charge Code

Use the Charge Code Set Up screen to add or remove Work Types using the Default for Work Types tab. 

1. Double click on the Charge Code you would like to update to open the 'Update Charge Code' editor.
2. Select the 'Default for Work Types' tab.
   • Using the toggle switches, add and remove default work types to the charge code.