Path: Main Menu > Admin Tools Menu > Note Builder

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Your Agency can designate which Activity Codes are available to be selected for billing in the billing box on a Note.

Edit Activity Codes Available for Billing for Notes

1. Navigate to the Note Builder by following the path above.
2. Click the Select Note Type drop-down and select a Note Type.
3. Click + to expand Activity Codes Available for Billing.

1. Select the Activity Codes you want available for billing using one of two options:

• Select the ALL ACTIVITY CODES (including new ones) checkbox if you want all Activity Codes available for billing
• Select individual Activity Code checkboxes for the codes you want to make available

1. At the bottom of the Activity Codes Available for Billing grid, click the Update Activity Code Settings button.