Assignment Template - Codes tab
Assignment Template
Within an Assignment Template (File - Maintenance - Assignments - Assignment Templates), there are several tabs that can be used to set defaults when the template is added to a client record(s).
CCH Practice Management will use the Billing and Codes tabs.
Codes tab
The Codes referenced here are Timesheet Task Codes (setup in File > Maintenance > Miscellaneous > Code Types > Time). The Practice can control which Task Codes users can select against specific assignments when entering time on a timesheet.
The list on the left, labelled Unavailable, is a full list of ALL time task codes created.
The list on the right, labelled Available, have been selected to work with a specific assignment. Any codes that are not in this list will not show when selecting this assignment on a timesheet.
Note: Practices must be using Task Codes on timesheets in order to make use of this function.
For visit Timesheet settings for more information.