EHR360

Service Types

Service Types on this tab are eligibility service-type codes (Code, Name, Description) used when running insurance eligibility—not appointment Visit Types and not Clinic Services Types (labs/imaging). The tab is practice-wide (no location picker). Name collision is the most common support issue: staff looking for booking types should use Visit Types or Clinic Services Types instead.

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Service Types

Manage service types for this practice.

No service types found. Click 'Add Service Type' to create your first service type.

Eligibility Codes—Not Appointments

These codes populate eligibility service-type dropdowns on the patient chart. They do not appear on the provider appointment calendar. For New Consult / Follow Up booking use Visit Types; for lab/imaging service appointments use Clinic Services Types.

Add Service Type

Add → enter Code (required), Name (required), and Description → Save. Keep codes consistent with how your eligibility vendor or payer expects service types.

Edit and Delete

Edit updates code/name/description. Delete removes the eligibility option—confirm no active eligibility workflows depend on that code.

Who Can Manage Service Types

Super Admins always can. Others need service types management permissions under Practice Management. Billing or eligibility leads typically maintain this list.