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Services is your price list. Every test you sell gets a name, a price and a category here, and that price is what an invoice line picks up when the work is billed.

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Two screens define a test, and they are constantly confused

Read this before anything else, because getting it wrong is the single commonest support ticket in a new lab. A test in ClinikEHR is defined in two places, and neither one is a substitute for the other: A test priced here but missing from the Test List can be invoiced and has nowhere for a scientist to record a result. A test on the Test List with no entry here reaches the bench fine and lands on an invoice with no amount. A working catalogue needs both, and the names should match exactly so nobody has to guess which “FBC” is which. See Lab Station for the Test List, and Add your tests and panels for setting the two up together the first time.

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What you’re looking at

The page is headed Services Dashboard, with a date range picker, Refresh and one create button across the top — and that button swaps with the tab you are on. On Categories it reads New Category; on Overview and Services it reads New Service. You never see both at once, which is why people report the category button as missing. Status is Active or Inactive — that is the retire switch, covered below. Code is generated for you from the lab’s name and the test’s category; select it to copy, and if the test has no category you are told codes are auto-generated from the category, which is the nudge to give it one. The empty state. A new lab reads No services found on the Services tab, and every tile shows zero. Nothing can be invoiced until this list has entries.

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Price a test

1

Open the form

On Overview or Services, select New Service.
2

Name it exactly as the bench does

Service Name* should match the name on the Test List character for character. Two spellings of the same panel split your revenue reporting into two rows that never add up.
3

Set the price

Price* is the list price in the lab’s own currency — there is no currency picker here, because it is set once for the whole lab under Settings › Billing.
4

Classify it

Service Type* offers Consultation, Procedure, Administration, Accommodation and Other. Most lab work is Procedure. Pick Service Category as well: it drives the generated code and the way your list is grouped.
5

Add the billing detail

Procedure Code carries the billing code a payer expects on the invoice, and Description is free text for whoever reads the price list next. Leave Active on.
6

Save

The new test appears in Recent Services and on the Services tab, and is immediately available to an invoice line.

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Group the list into categories

1

Switch tabs first

Select the Categories tab. The header button becomes New Category — this is the only place it appears.
2

Name the grouping

Category Name* should be how your printed price list is organised — Haematology, Chemistry, Serology, Drug Testing, Imaging. Description is optional.
3

Save, then assign

Existing tests do not move themselves. Edit each one and set its Service Category, which also regenerates its code.
Categories are worth the ten minutes. A lab’s catalogue reaches a few hundred rows quickly, and an ungrouped list is one people stop reading and start guessing from.

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Retire a test you no longer offer

When you stop offering a test, switch it Inactive — do not delete it. Edit the service and turn Active off. It disappears from the pickers staff use, so nobody can order or invoice it again, while every historical invoice, statement and revenue report that referenced it stays intact and still adds up. Deleting is offered — the row menu’s Delete Service asks a second time, reading Confirm Delete? — but it removes the entry rather than closing it, and past reporting that leaned on it loses its name. Reserve it for a row created by mistake this morning, never for a test that has been sold.

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Who can do this

Pricing is a commercial act, not a bench one, so it follows the business roles rather than the Diagnostics permission slugs. An Accessioning Clerk raises invoices but does not set prices. A lab scientist and a QC Officer do not reach this screen at all — the QC role is review-only by design. Two behaviours surprise people:
  • Enforcement is opt-in, per person. Someone never saved in the permissions sheet is unrestricted, and the sheet warns “Saving starts enforcing”.
  • A denied action is recorded; an allowed one is not. Where a price is not yours to see, the column renders as a dash rather than a zero.
See Permissions.

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Check it worked

  • The test appears on the Services tab with the right Price, Category and a generated Code, badged Active.
  • Total Services and Active Services on Overview have both risen.
  • Raising an invoice for that test fills its amount in by itself — see Billing and payments.
  • A retired test no longer appears when staff pick a test, but still names itself on old invoices.

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Common issues

The test is not priced here, or is priced under a different spelling. Add it, or correct the name so it matches the one the bench uses.
It only exists on the Categories tab. On every other tab the same button reads New Service — the two never show together.
Pricing does not create a testable item. It also needs an entry on the Test List with its analytes and reference ranges — see Lab Station.
Two catalogue rows with slightly different names. Retire one, keep the other, and align the name with the Test List.
Codes are generated from the lab’s name and the test’s category. Give it a category and the code fills in.
Deleting removes the entry rather than retiring it. Recreate it with the same name and switch it Inactive, so future reporting can resolve the name again.

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FAQ

No. An invoice keeps the amount that was in force when its line was created. Repricing only affects work billed from that point on.
The catalogue is set once for the lab, and every site bills from it. Where a collection centre needs its own rate, price it as a separate, clearly named entry.
It is the shared classification the billing screens use across all ClinikEHR editions. Most lab work is Procedure; the tiles on Overview count by it.
Price it the way you sell it. If a patient buys a panel as one item, it is one entry here — even where the Test List breaks it into a dozen analytes.
Under Settings › Billing, once, for the whole lab — see Set your currency.