Add & Edit Billable Service Types

  Permissions: You must have Administration or Organization Administration Permissions.

Create your Organization's commonly used Service Types using CPT Codes, as well as their Rates and the option to limit what Staff Positions are allowed to schedule Appointments with this Service Type.

NOTE: The American Medical Association owns the rights to all CPT® codes and is now enforcing the collection of licensing fees for each Rendering Provider who submits Claims utilizing these codes.

Also see: Add & Edit Non-Billable Service Types.

Jump to Section  [Add Billable Service Types]  [Edit Billable Service Type]  [Archive Billable Service Types]

Add Billable Service Types

1. Click Organization tab in primary navigation bar.
2. In Settings, click the Billable Service Types tab.
3. Enter Service Type Name.
   

   NOTE: This should be a Client Friendly name, not the CPT Code name. This is what Client will see as Service Type on any Billing documents as well as in the Client Portal. Do not use things like "Tier 1 Rate," "Discounted Rate," or "New Rate," etc.

4. Enter Rate for Service Type - The Rate is a per unit rate. This relates to Time Units below.
5. Enter CPT Code if desired.
6. Enter Code Modifiers - This is usually dictated by your Payer.
7. Choose Time Unit Option:
   • Always Bill For - Does NOT look at the Appointment length. The Appointment will always be billed for the number or units in this box regardless of Appointment length. The number of units in the box, multiplied by the dollar amount entered in the Rate field (above) will be your invoice line item amount for that service.
   • Bill for 1 Unit - DOES look at the Appointment length. If you Bill 1 Unit for every 60 minutes and you charge $50 per unit rate then you will charge $40 an hour. It will automatically be calculated for you on the Invoice.
8. Select Applicable Positions - This allows you to limit what Staff Positions are able to schedule Appointments for this Service Type. Multiple positions can be selected.
9. Associate Pay Code Non-Billable Service Type which is used to calculate payroll based on the rate associated with the pay code.
10. Create a Service Type Color Code (optional) - Select a background and text for color for Service Type. This displays on the Calendar view in each Appointment.
11. Click Prevent scheduling for service types without a valid authorization to prevent appointments from being scheduled for service types that do not have an authorization, or are associated with an authorization that is expired, exhausted, inactive or does not have any available units.
12. Click Save button.
    

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Edit Billable Service Types

1. Click Organization tab in primary navigation bar.
2. In Settings, click the Billable Service Types tab.
3. Locate desired Service Type on right side of screen.
4. Click Edit button and Service Type details display to the left.
5. Edit appropriate information and click Save to update.
   

   IMPORTANT: The service type will now be updated for all PAST and future appointments. 

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Archive Service Types

1. Click Organization tab in primary navigation bar.
2. In Settings, click the Billable Service Types tab.
3. Locate desired Service Type on right side of screen.
4. Click Archive button.
5. Confirm you do not wish to be able to reactivate the Service type and click Yes I'm Sure.
   

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