Overview:
The Service Inventory in Motivity is where you define every service your organization provides, including both billable and non-billable offerings. Configuring this list ensures your workflows, scheduling, and billing align with the services you deliver. This article walks you through how to review, add, and manage services in your inventory for accurate and consistent setup.
Navigate to Service Inventory:
To find your Service Inventory, navigate to the Admin Module and click on Service Inventory.
You will now see the Service Inventory landing page which will list all services, billable and non-billable, that your organization offers.
Manage Service Inventory:
To add a new service -
1. From the Service Inventory landing page, click "Add a New Service"
2. When creating a new service, you’ll be required to add:
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Service Name – Chosen internally by your organization.
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Service Type – For example: Therapy, Supervision, etc.
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Line of Business – Select the applicable line of business.
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CPT Code (if applicable) – Required for billable services.
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Note: If the service is non-billable, you do not need a CPT code.
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Pay Code – Add if the service is calculated for payroll purposes. If you need to add to this dropdown, please submit a help desk ticket or contact the Motivity team.
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Active Date – The date the service becomes active in the system in order for your team to utilize it to schedule services.
You can add the same CPT code across multiple services.
Modify Existing Services:
To make changes to existing services -
1. Click on the pencil icon under "Actions" for the service you want to change.
2. Edit the service information within the box that generates. Note: You will not be able to edit the Service Type without submitting a Help Desk Ticket. Alternatively, you can archive the service and create a new one.
3. If you need to archive a service your organization is no longer used, select "archive" under Status.
Finding Archived Services
If you need to locate services that have been archived, you can toggle between Active and Archived by selecting the appropriate list under "Show".
Last Updated: 12/05/2025 by Madeline Roznos