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Services

Services represent the types of care your company provides — for example, “Physical Therapy”, “ABA Therapy”, or “Dry Needling”. Once created, services can be assigned to providers to track which professionals offer which services. Manage services from Settings → Services.

Quick Start

  1. Go to Settings → Services in your Solum dashboard.
  2. Click “Add Service” to open the creation form.
  3. Enter a name (e.g., “Physical Therapy”).
  4. Add a description (optional) to clarify what the service includes.
  5. Save — the service is now available to assign to providers.

Service Fields

FieldRequiredDescription
NameYesService name (must be unique within your company)
DescriptionNoA brief explanation of what this service includes

Advanced Options

FieldRequiredDescription
SlugNoURL-friendly identifier, auto-generated from name (e.g., physical_therapy). Lowercase letters, numbers, and underscores only.
External IDNoYour external system’s identifier (e.g., EHR service code). Must be unique per company.

Creating a Service

Click Add Service to open the creation form. Enter a name and optionally a description. The slug is auto-generated from the name if you don’t provide one.

Editing a Service

Click on any service row in the table to open the edit form. All fields can be changed, including the name.

Deleting a Service

Click the delete button on a service row.
Deleting a service is permanent and cannot be undone. Providers currently assigned to this service will lose that association.

Where Services Are Used

  • Providers — Assign services to providers in Settings → Providers to track who offers what.
Services in this settings page are separate from the Service Type Codes used for insurance eligibility checks. For eligibility service types, see the Service Type Codes reference.

Troubleshooting

ProblemFix
”Service name already exists”Each service name must be unique within your company. Choose a different name.
Service not showing when editing a providerMake sure the service was saved successfully. Refresh the page and check Settings → Services.
Slug already existsEach slug must be unique within your company. Provide a different slug in the Advanced section, or change the name.