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Healthcare Services

Healthcare Services are the visit and care types patients can book. Open them from Settings > Healthcare Services. Organization Admins and Platform Admins can manage the list.

The page has two tabs: Services and Service Types.

Services​

The table shows an icon, name, active or inactive status, coverage states, whether an appointment is required, and edit or delete actions.

Add or edit a service​

Choose Add Service, or the edit action on a row. The fields are:

  • Service Name (required)
  • Service Type — one or more types from the Service Types tab
  • Coverage Areas (States) — the US states where patients can use this service. Services are not assigned to locations.
  • Icon
  • Payment Product — optional Stripe product used when this service is billed
  • Estimated Duration (minutes) — used when scheduling
  • Service codes (CPT / HCPCS) — optional. Type a code and press Enter. CPT is 5 digits (for example 99203). HCPCS is a letter plus 4 digits (for example G0438). These codes are used on Good Faith Estimates for self-pay patients.
  • Default diagnosis codes (ICD-10) — optional. Type a code and press Enter (for example M54.5).
  • Active — inactive services stay in the list but are hidden from patients
  • Appointment Required
  • Description
  • Extra Details — preparation notes or other information you want stored with the service
  • Availability Exceptions — a short note such as reduced capacity on holidays

Save to apply the change. Deleting a service cannot be undone. Prefer marking it inactive if you may need the record later.

Service Types​

Service Types is the second tab on this page, not a separate Settings screen. Choose Save on that tab after you edit the list.

Each type has:

  • Icon
  • Service Type (the display name)
  • Code
  • Category
  • Active

There is no display order, payment product, or duration on a service type. Duration and payment product belong to the service.

Where services show up​

Active services are available in appointment booking and in registration steps that ask the patient to pick a service. Coverage states limit where a service is offered. Payment products on the service are what registration uses when that service collects payment.