Page History

...

Permission Required: Funding Source Admin

Create Service Code

1. Log in to

...

1. DCI

2. Select Settings from the main menu 

3. Select Funding Sources from the sub

...

1. menu 

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

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

4. Click Actions

5. Select New Service Code

6. 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

7. Click Save

8. Click Yes to confirm

View, Edit, or Deactivate Service Code

1. Log in to

...

1. DCI

2. Select Settings from the main menu

3. Select Funding Sources from the

...

1. submenu

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

3. Click anywhere in the funding source row to open

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

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

6. Click Actions

7. Select Edit Service Code

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

1. To deactivate, change the status to Inactive

9. Click Save

10. Click Yes to confirm