Use Services & Fees to set up reusable private pay services. When a clinician selects one for a patient, Allia fills in the default fee. The fee can be changed before payment is collected.
In this guide, we'll cover:
Adding a service
Editing a service
Removing a service
Before you begin
Anyone who can view payments can see the Services & Fees list. Only people who can edit payments can add, edit, or remove services.
Note: If you don't see Add service or the row actions, ask a practice administrator to update your access.
Adding a service
To add a service:
From the left menu, select Billing.
Select Services & Fees.
Select Add service.
Enter a unique Service name.
Enter a Default fee greater than $0.
Enter an optional internal Description.
Select Add service.
Editing a service
To edit a service:
Find the service in the table.
Select Edit.
Update the Service name, Default fee, or Description.
Select Save changes.
Note: Changes apply to services created in the future. Charges already created for patients won't change.
Removing a service
To remove a service:
Find the service in the table.
Select the delete icon beside the service.
Confirm the removal.
Important: Removing a service prevents it from being selected for future private pay charges. Existing patient charges won't change.