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How To Enable or Disable UTBMS "X" Codes for Expenses?

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

 

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