Managing Service Code Groups
Service Code Management
Written by April Lockett
Updated at September 21st, 2023
Service Groups divide Service Codes into categories to assist with sorting and reporting. ClientTrack often includes several Service Groups when implemented.
Navigation
Users can manage Service Groups by going to the Home space, Setup Data Management menu group, expanding the Setup Data Management option, and selecting Service Groups.
| Please Note: The Service Groups search form lists all current Services Groups recorded in the instance. Existing Service Groups can be modified by selecting the Action button next to the Service Group, followed by the View Related Service Codes button. |
