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Can I add or edit procedure codes in billing?
Can I add or edit procedure codes in billing?

Insurance

Updated over 2 weeks ago

Yes, you can add or edit procedure codes in billing at various points in the billing process:

  1. Service Setup: If a procedure code was not saved during the initial service setup, you can add it later.
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  2. During Booking: When booking a service that requires payment in advance, you can add procedure codes during the invoice review before confirming the appointment.
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  3. Marking a Session Complete: You can add or edit procedure codes when marking a session complete, tailoring the billing details to the specific services provided during the appointment.
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  4. Invoice Editing: If an invoice is in draft or sent status, you can modify procedure codes by using the edit option. This allows you to ensure that all billing details align with the services provided and meet insurance requirements.

This flexibility ensures that procedure codes can be accurately managed and updated as needed throughout the billing process, enhancing the accuracy of billing and compliance with insurance guidelines.

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