Sync Unit Service Types

You can sync Unit Service Types from ProviderPro Billing.

To sync a unit service type:

  1. Log in to your ProviderPro live database.

  2. Choose Client Management > Billing > Setup > Unit Service Types.

  3. In the window that opens, enter the code or description of the unit service type in the Toolbar Lookup and press Enter to open it.

  4. Make sure the Active and Sync to DataPlus check boxes are selected.

    Make sure the Active and Sync to DataPlus check boxes are selected.

  5. Verify that the Use Client Ratios setting is correct as this information will sync as well.

  6. Click Save on the toolbar to save changes.

The unit service types automatically sync to Time Tracking overnight, or you can Request a DataPlus Sync to force a sync.