Services & billable items

Billable items are your clinic’s price list. Every charge in ManaNotes — on an appointment, a treatment or an invoice — traces back to a billable item, so getting this catalogue right is what makes the rest of your billing just work.

Services vs products

A billable item is one of two kinds:

1. 1
   Service

   Something you do — an initial consult, a follow-up, an ACC treatment, a phone consult. This is the “service” you choose when you build an appointment.

2. 2
   Product

   Something you supply — a brace, strapping tape, a supplement. Charged on an invoice without needing an appointment.

ACC vs private services

A service’s funding type decides how it bills — and what an appointment needs:

1. 1
   ACC service

   Billed to ACC. Choosing one on an appointment asks for the patient’s injury, which links to its ACC45 claim and flows through to an ACC invoice and submission.

2. 2
   Private / non-ACC service

   Billed directly to the patient (or an insurer). No injury required — just the patient.

What a billable item holds

Each billable item carries the details that keep billing correct:

1. 1
   Name & description

   What it is, as it reads on invoices and in the booking panel.

2. 2
   Service / item code

   The code billing relies on — for ACC services, the ACC service code.

3. 3
   Price & GST

   The charge, and how GST is treated.

4. 4
   Funding type

   ACC, private or insurer — the field that decides ACC vs direct billing.

5. 5
   Treatment note template

   For services, optionally bind a treatment note template so the right note structure opens automatically. See Treatment note templates.

Create a billable item

New services and products are added through a short wizard:

1. 1
   Choose service or product

   Pick the kind of billable item you’re adding.

2. 2
   Enter the details

   Name, code, price and GST treatment.

3. 3
   Set the funding type

   ACC, private or insurer — this drives how it bills and what an appointment needs.

4. 4
   Bind a note template

   For services, choose the treatment note template that should open (optional).