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How do I add Service Codes?

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Medtech

Before you start

You will need three pieces of information from Health HB

  1. The Code to use
  2. The GST inclusive amount to add
  3. A Description to use (although you can modify to suit)

Medtech32

This can be done on any MedTech machine.  You do not have to have everyone logged out first.

In MedTech

  1. Click Setup -> Accounting – > Services
  2. Click the New button
  3. Enter the following values in the given fields
    1. Code = as advised by the PHO
    2. Description = as advised by the PHO
    3. Service Fee = as advised by the PHO
    4. Services Group = Services
    5. Fixed Fee Service = ticked
  4. Click the OK button

Use an SQL file

Health HB can send you a file that will install the Service Codes for you. Please contact support@healthhb.co.nz if you need the file.

  • Save the SQL file to your computer.
  • Go to Medtech 32
  • Go to Tools > SQL
  • Click Open and Run an SQL file
  • Browse to the file
  • Click Open
  • File will Run

Medtech Evolution

This can be done on any MedTech machine.  You do not have to have everyone logged out first.

In MedTech Evolution

  1. Click File -> Options
  2. This opens the Options dialog. Click Accounting->Service

  3. Click Action->New (or Ctrl + N )
  4. This opens the New Service Dialog

Enter the following values in the given fields

  1. Code = as advised by the PHO
  2. Description = as advised by the PHO
  3. Service Fee = as advised by the PHO
  4. Services Group = Services
  5. Fixed Fee Service = ticked
  6. Click the OK button

MyPractice

Before you start

You will require the following from Health HB before you can complete these instructions

  • The Description of the Service Code(s) you are adding.
  • An xml file containing the Service Code information

You should make sure that you have saved the xml file somewhere on your computer before proceeding.

Set-up the Account codes

This will ensure that a record of the invoice is lodged against the PHO account in My Practice.

In My Practice,

  1. Click Accounts -> Accounts Setup
  2. Click the Service Types tab
  3. Click the Import button

Note: It is important that you click the Import button on the Service Types tab, NOT the Import button on the Services tab, otherwise the accounts will not get set up properly!

  1. Browse to where you saved the xml supplied to you by the PHO.
  2. Select the file, and click the Open button
  3. Click the Finish button
The relevant invoices will now be loaded into your accounting system.  Follow the steps below to link them to the PHO account in your system.

Set up an account

  1. Do you already have an account for the PHO set-up?
    1. Yes, skip to Step 12
    2. No, continue to Step 8
  2. Click the Contacts button
  3. Click the New button
  4. Fill in the details for your PHO, making sure that you tick the Account Holder box
  5. Click the Finish button

  1. Click Accounts -> Accounts Setup
  2. Click the Service Types tab
  3. Filter the Service Type on the Description of the new claim type as advised by the PHO
  4. Click on Organisation field for both records, and press the Enter button to locate the PHO account that you have already set-up and the click the OK button once you have selected it

  1. Repeat Steps 14 – 15 for any other Service Type Descriptions advised by the PHO
  2. Click the Finish button when done
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