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
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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
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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
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Navigate to Group Management:
- Go to the Administration menu.
- Select Group Management.
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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.