How do I set up/edit Activity Codes?

Activity Codes can be attached to different entities across the system:

• Services
• Recurrences
• Visits
• Grants

This allows them to be used with a few different features:

• Grants
• LHIN Billing

Set up/Edit Activity Codes

1. Navigate to Accounting>Settings>Activity Codes.
   
   
   
   
2. You can search existing Activity Codes by Description.
   
   
   
   
3. Click +New Activity Code.
   
   
   
   
4. In the resulting dialogue, enter a Code and a Description.
   
   
   
   
5. Click Save.
6.  Once you have added an Activity Code, you can click Edit to update an Activity Code.
   
    If the Activity Code has already been used, it will be updated wherever it appears.
   
   

Learn more

• How do I set up Grants?