Objective:

• Remove or add UTBMS X Codes for Expenses

Environment:

• Clio Manage

Additional Information:

• Currently, the X codes are only available when the EW Civil Litigation code sets are enabled.
• When creating a new expense entry, the UTBMS expense code dropdown list will only show X codes up to X133. For higher codes, type the code into the field to look it up. Ie: "X137" or "X143". The correct code should then appear.

Procedure:

1. Click Settings
2. Click Billing
3. Click UTBMS Codes subtab
4. Select or de-select the EW Civil Litigation code sets 
5. Click Update UTBMS Settings