# Service Master

The **Service Master** screen enables healthcare facilities to add new items—such as services, procedures, and more—based on the clinic’s operational requirements. To ensure the list remains organized and relevant, items that are no longer in use can be marked as inactive. Additionally, items can be configured specifically for follow-up visits, supporting accurate patient management and billing.

{% hint style="warning" %}
The **Service Master** screen allows you to manually add one item at a time. To add multiple items at once, use the [**Item Master**](/uniteemr/master-modules/master-imports/item-master.md) or [**Price Master**](/uniteemr/master-modules/items/price-master.md) screen for uploading large sets of items in bulk.
{% endhint %}

***

### Steps to add items like Services, Procedures, and other related types.

* Open the **Service Master (Home > Admin > Items > Service Master)** screen.
* Click the **Plus** icon available in the spread. This opens the **Item Details** and **Resource Master** tabs on the right side of the screen.

  <figure><img src="/files/f2ZbypWbjvJ7K2MxlQpX" alt="" width="563"><figcaption></figcaption></figure>
* Fill the details in **Item Details** tab

  <figure><img src="/files/DWJYmOAFSruGHjoltIDZ" alt="" width="275"><figcaption></figcaption></figure>

  <div data-gb-custom-block data-tag="hint" data-style="warning" class="hint hint-warning"><p>The <strong>Service Master</strong> allows letters and some special characters in the <strong>Internal Code</strong> and <strong>CPT Code</strong> fields, based on configuration. If you enter restricted characters, the system shows an <strong>Invalid characters entered</strong> message.</p></div>

  * Enter the short name of the item in the **Short Description** field.\
    **Example: RCT**
  * Enter the full name of the item in the **Long Description** field.\
    **Example: Root Canal Therapy**
  * Enter the CPT (Current Procedural Terminology) code in the **CPT Code** field, if applicable.\
    \&#xNAN;***Note**: Do not enter multiple CPT codes. This may cause issues with **eClaim** posting.*
  * If used internally, enter an internal reference code in the **Internal Code** field.
  * Select the relevant item category from the **Item Type** dropdown menu.\
    **Examples: SERVICE, PROCEDURE, TEST/INVESTIGATION etc**\
    \&#xNAN;***Note:***\
    \&#xNAN;*When you choose **SERVICE** from the dropdown, the **Consultation Type** dropdown will appear.*\
    \&#xNAN;*Select **None**, **New**, **Follow-up**, or **Repeat**.*

    *To set up a **Follow-up**:*

    * *Choose **Follow-up***
    * *Enter the number of days in **Consultation Days***
    * *Set **Consultation Visit Type** to **Doctor***
    * *Assign the doctor using the table in the top-right corner.*

    *Visits within the set days will be marked as **Follow-up Visits**. This item is covered in **Co-Pay** if the insurance details are filled in the **Insurance** tab of the* [***Patient Register***](/uniteemr/application-modules/patient-register/view-or-modify-patient-information/insurance.md)*.*
  * Choose the appropriate activity type from the **eClaim Activity Type** dropdown menu.\
    **Example: DENTAL PROCEDURES**
  * If needed, enter the estimated service duration in the **Average Time in Minutes** field.\
    \&#xNAN;***Note**: When this item is selected during appointment creation in the **Scheduler**, the appointment duration is automatically calculated based on the value entered in this field.*
  * Select the required tax details like **SR – Standard Rated** (5% VAT) or **ZR – Zero Rated** (0% VAT) option using the **Tax Category** dropdown. To overwrite the Value Added Tax (VAT), turn on the **Overwrite VAT** switch.\
    \&#xNAN;***Note:** Alternatively, use the **Settings** icon above the spread to configure VAT by item type or apply it to all items.*
  * If required, enable the **External Sharing Enable** option by toggling the switch on.
  * If you only want to save the item, click **SAVE**. The new item will appear in the list on the left. You can use the **Search** field above the list to quickly find a specific item.
* Capturing details in the **Resource Master** tab is optional. If you choose to capture along with **Item Details**, select the appropriate **MACHINE NAME** and **TREATMENT ROOM**. If no options are available in the dropdown, use the **ADD RESOURCE** button to enter the required details. Once all necessary details are entered, click **SAVE**.\
  \&#xNAN;***Note:** These details are useful when creating appointments in* [***Scheduler***](/uniteemr/application-modules/scheduler/appointment-booking/sequential-parallel.md)*, as they help in efficiently managing the occupancy of machines and treatment rooms.*

  <figure><img src="/files/UycIsD4WGdwVts04KQaC" alt=""><figcaption></figcaption></figure>

***

### Steps to mark the Item as Inactive

<figure><img src="/files/AUwQTyQMJ0wRKHQ6Uo9t" alt=""><figcaption></figcaption></figure>

* Open the **Service Master (Admin > Items > Service Master)** screen.
* Use the **Search** field to find the item, then click the item to open its details.
* Turn off the **Mark as Inactive** toggle.
* Click **SAVE** to apply the changes.

***


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