Services: Add or Edit (WebABA Enterprise)

This article will walk you through the steps to Add and Edit a Service or Edit a Service Category.

Jump to a section: [Add a Service] [Edit a Service] 

Add a Service

1. Click the +(Plus) icon next to the house icon for the first location to expand.
2. Select Services.
3. Click the Add button to open a new Service window.
   
   
   
4. Enter the Name/Description of the Service.
5. Select the Default Pay Code from the drop-down.
   

   NOTE: If you do not want to default to a particular Pay Code you have previously entered, leave this at "Select Pay Code").

   
   
   

6. Select a Service Category from the dropdown
   

   NOTE: If you do not want this associated with a Service Category, leave this at "Select Category". This is mostly for internal tracking/reporting.

   
   
   

7. Enter a Display Code/ Abrv (This is what will show up when scheduling an appointment, not the full Name/Description.)
   

   NOTE: There is a character limit of 10 characters.
   

   
   
   
8. The Tracking ID will be assigned automatically by the system.
9. Click OK when you are finished to add this Service to your list. 

NOTE: You can change the font size of the Services List by checking the box for the font size of Small, Medium, or Large from Font Size under the Home tab.

 

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Edit a Service

1. Click the +(Plus) icon next to the house icon for the first location to expand.
2. Select Services.
3. Select the Service from the list.
   
   
4. Click the Edit button from under the Home tab.
   
   
   
5. Make any changes you need and then click OK.

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