Description: In this topic the user will learn how to create, view, edit, or deactivate service codes.

*Please note: Cost Center and Funding Source must be created prior to the Funding Account. Service Codes added cannot be deleted, but the status may be changed to inactive when making edits in the form wizard.

Role Required: Superuser

OR

Permission Required: Funding Source Admin

Create Service Code

  1. Log in to DCI

  2. Select Settings from the main menu 

  3. Select Funding Sources from the submenu 

  4. Use filters to search for funding source and click Search

  5. Click anywhere in the funding source row to view details or edit

  6. Click Actions

  7. Select New Service Code

  8. Complete the New Service Code form wizard. Hover over the black information icon for helpful details.

    1. Account Type - Repeat the process for each account type requiring a service code

    2. Funding Type - For dollar-based service codes select Dollars

  9. Click Save

  10. Click Yes to confirm

View, Edit, or Deactivate Service Code

  1. Log in to DCI

  2. Select Settings from the main menu

  3. Select Funding Sources from the submenu

  4. Use filters to search for funding source and click Search

  5. Click anywhere in the funding source row to open

  6. Scroll down the page and select the Service Codes tab

  7. Click anywhere in the row of the service code to be viewed, edited, or deactivated

  8. Click Actions

  9. Select Edit Service Code

  10. View or make edits in the Service Code form wizard

    1. To deactivate, change the status to Inactive

  11. Click Save

  12. Click Yes to confirm