Itemizing Service Details

1. Open the Products window. For more information, go to Opening the Products Window.
2. Select Services from the Product Type drop-down menu.
3. Complete one of the following tasks:
   • Click New Product to add a new service. For more information, go to Adding or Modifying Services
   • Enter additional search criteria and click F2 - Find or press Enter to search for and find an existing service. For more information, go to Finding Products and Services.
   • Click Copy to copy the service details and then make changes to them to record a new service.
   • Click Next and Previous to add or modify the previous or next service in your database.
4. Click the Product Details tab.

1. Click New to add new service details or select in a line in the table to modify service details already recorded.

   Select a line and click Delete to delete the line if it is not linked to a fee slip, Rx order, or purchase order.

2. If you have OfficeMate Administration access, complete these steps:
   1. Type the cost of the service in the Prod Cost text box.
   2. Type the product fee in the Prod Fee text box.

      The Prod Cost and Prod Fee entered here automatically populates the attribute product cost and product fee on the Product Attributes tab.

      If the Prod Cost and Prod Fee information is blank or set to zero on the All Locations Inventory tab, OfficeMate looks to the Product Details tab for product cost and fee information.

      The Avg Cost field is a read-only field that displays the average cost of the service throughout its lifetime.

   3. Adjust the Prod Cost and Prod Fee fields on the Product Attributes tab as needed.
   4. Adjust the Prod Cost and Prod Fee fields on the All Locations Inventory tab as needed.
3. Type an even-numbered product code in the Prod Code text box.
4. Type the UPC code in the UPC Code text box.

   Due to limitations in barcode printing and scanning systems, ensure your Product Code and UPC Code meet the following requirements:

   • Must be 6–12 digits
   • Must contain only numbers
   • Must be an even number of digits. Enter leading zeros as needed to ensure an even number
   • Must be unique among the products in your system
5. Select a procedure code from the CPT drop-down menu.

   The CPT code is automatically entered on the CMS 1500 form in box 24D.

6. Click Save and select one of the following options:
   • Save to save the information and keep the Products window open.
   • Save and New to save the information and create a new service.
   • Save and Exit to close the Products window.

To record service costs and fees by location, perform the following steps:

1. Click the All Locations Inventory tab.
2. Type the cost and fee information in the Prod Cost and Prod Fee fields for each location, as needed.