Logo

Cash Practice® Systems Help Center

Search our knowledge base to get answers to your questions, access video training & more!

2.0 The Wellness Score® System (Feedback)

Services: How do I add a Service Group?

By including a Service Group onto the patient's Wellness Score®, you can display your recommendations for care. (Just recommendations for care, not the cost of care.)

Last updated on 12 Sept, 2025

Including a Service Group with the Wellness Score® is optional. Including a Service Group will outline your treatment plan recommendations. The Service Group will be displayed on page 4 of the patient's printed wellness report. See the image example below:

Image

 

Getting started: 

Step 1: Hover over [Systems] → click on [The Wellness Score®] → click on [Setup] → select [WS Settings].

Image

Step 2: Click on the [Services] tab → sub-tab [Service Groups].

Step 3: Type in the name of the Service Group you would like to add to your account. Select the [Save] icon to the right.

Image

Step 4: The page will reload, and you will now see the newly added service group. To assign services to the Service Group, select the [Assign Service] selector field, and click on the desired service.

Image

Step 5: The page will reload to show the newly added services to your Service Group. 

Image

Did you find this article helpful?
Previous

Services: How do I show a Treatment Plan on the Wellness Report?

Next

© 2026 Cash Practice Systems. All rights reserved.