Managing services

the organization settings in eggmed let you manage your practice’s core business information this section controls how your organization appears across the platform and ensures billing and compliance details are correctly recorded w hat are services? a service represents a billable offering, such as individual therapy, group therapy, evaluations, or medical visits each service includes duration, pricing, billing details, and delivery options services are used when scheduling appointments generating superbills tracking session duration billing patients or insurers s ervices overview the services tab shows your full service catalog for each service, you can view service name duration category cpt code price billing model status (active or inactive) you can search, edit, activate, or deactivate services at any time c reating a service to add a new service click add service enter the service name select a category choose a color for easy identification set billing and pricing details define the session duration add an optional description select compatible visit types set the service as active if it should be available once saved, the service becomes available for scheduling and billing b illing and pricing fields each service includes cpt code for insurance and superbills billing model (individual, group single party, or group per participant) standard price used for billing and invoices duration in minutes, used for scheduling and session tracking these settings ensure accurate documentation and billing consistency s ervice categories categories help organize your services into a clear structure you can create up to three category levels examples behavioral health therapy → individual therapy medical services → primary care categories make it easier to manage large service catalogs and improve clarity during scheduling m anaging categories in the categories tab, you can create new categories assign parent categories edit category names and descriptions delete unused categories categories do not affect billing directly, but they help structure your services logically v isit types visit types define how a service is delivered common visit types include in person telehealth phone home visit visit types are reusable and can be attached to multiple services c reating visit types to add a visit type click add visit type enter a name and unique code add a short description set the visit type as active once created, visit types can be selected when creating or editing services a ctivating and deactivating services you can deactivate a service at any time without deleting it inactive services cannot be scheduled remain available for reporting and historical records this is useful for seasonal services or offerings you no longer provide b est practices keep service names clear and descriptive match durations to billing standards use categories consistently review cpt codes regularly deactivate instead of deleting services setting this up properly once saves you from fixing billing chaos later and yes, future you will be grateful