Add CPT Codes to Services

Add CPT codes to your system and apply them to your services. These codes are needed when creating claims and superbills. 

Add Procedure Codes to Your System

1. Click Lists → Invoices → Invoice Settings.
2. Select the Superbill tab.
3. Scroll down to the Procedure Codes section and click Manage Procedure Codes.
4. There are four options for managing procedure codes:

• Upload List: This option allows you to upload a list of CPT codes. The file must be in CSV format. The spreadsheet must contain a column labeled Code and a column named Description. You can also include a column named DefaultAmount. 
• Add New Code: This option allows you to create a procedure code and description. Once added, it will appear in the list as you see in the above image. 
• Click the pencil/paper icon to edit an existing procedure code.
• Click the X icon to delete an existing procedure code.

Add Codes to Services

1. Click Bookings → Booking Settings → Services.
2. Click Edit beside the service you'd like to modify.
3. Select the CPT Codes tab.
4. Select the Place of Service. 
5. Click Add Procedure to add a code for the service. You can add multiple procedure codes to each service; set the Price and Units for each.
6. If needed, click manage codes to add to/edit your code list.
7. Click Save; the procedure code(s) will now be associated with the service.