UnitusTI generally does not allow the assigning of service codes with overlapping validity periods. However, you can work around this restriction by using custom labels when assigning service codes. Here’s how:
Add Custom Labels for Overlapping Validity Dates:
When assigning a service code, if the validity period of the new assignment overlaps with an existing assignment of the same code to the same client, you will need to use a custom label.
- After creating a service code (in Center/Service Codes) , go to the "Assign to Clients" button on the Service Codes page.
- On the "Assignments by Client - Edit" page, find the "Custom Label" field.
- Assign a unique custom label to the service code with the overlapping validity period to differentiate it from others.
- Save your changes.
Q: Why do I need to use custom labels for some service codes?
A: Custom labels help to manage and distinguish service codes with overlapping validity periods. They ensure that each code is clearly identifiable, which helps in avoiding confusion and maintaining organized records.
Q: What if I need to update a custom label later?
A: You can modify custom labels by going back to the "Assignments by Client - Edit" page, making the necessary changes in the "Custom Label" field, and saving your updates.