Bundle Services

Included in this article are a few topics to be aware of when using the Activity Code Bundle Setup.

The Activity Code Service Bundle Form is used to set up Activity Codes to be bundled together or replaced to create one billable service. The Activity Code Service Bundle List will show you all of the bundle rules you have created. Below are the steps to create new bundles, update existing bundles, or remove unused bundles.

The Services Preprocessor Form uses the data entered into the Activity Code Bundle Form to create a new billable service for open Line items associated with the Base Activity Code.

Path: File > Billing > Line Items About If your agency uses the Bundling Workflow , there may be a time when you need to correct a “Bundled” Line Item. Since “Base” Line Items cannot be edited, follow the steps below to delete the bundled ite...