Upload Template for bulk Charge Codes

Step 1: Prepare the Upload Template

Open the Upload Template: Ensure you have the correct upload template for charge codes.
Enter Charge Codes: Fill in the required fields with the new charge codes.
Save the Template: Save the updated template to your local drive.

Step 2: Upload the Template to the Vault

Navigate to the Vault:
- Go to the Administration menu.
- Select File Management.
- Choose The Vault.

2. Upload the Template:

Click the Upload button.
Select the saved template file from your local drive and upload it.

Step 3: Process the File

Select the Template:
- In the Vault, locate the uploaded template.
- Click the box next to the template to select it.

2. Process the File:

Click Process File.
Follow the on-screen prompts to complete the process.
Once completed, the charge codes will be added to the system.

Step 4: Add Charge Codes to Groups

Navigate to Group Management:
- Go to the Administration menu.
- Select Group Management.
Select the Group:
- Locate the group you want to add charge codes to.
- Click on the group name to open its details.

3. Add Charge Codes:

Find the section for Charge Codes within the group details.
Click Add Charge Code.
Enter the charge codes or select them from the list.
Save the changes.

Confirmation

Verify that the charge codes have been successfully added to the groups by checking the group details.

Note: Ensure that all necessary permissions and access rights are in place before performing these steps.