Permissions: You must have Billing Permissions, the Therapist "Can Edit Place of Service on Progress Notes" Permission selected, or have Administration Permissions.
Place of Service refers to the Code used in Insurance billing (CMS 1500 box 24b) and is associated with Locations. More information on Location vs Place of Service.
Default Place of Service is selected to auto-populate on corresponding Date of Service's Invoice.
IMPORTANT: The 02 Place of Service for Telehealth Appointments will override the Default billing place of service when Automatically Set Telehealth session place of service on invoice & progress notes is selected in Organization Profile.
This article shows you how to change Place of Service on the Progress Note. Click here to see how to set it on the Client's Invoice.
Create the Progress Note for either the Agenda/Appointment from the Client's Progress Note tab.
- Set Place of Service in the drop down menu. This will be the default Place of Service going forward for this Client.
NOTE: The Place of Service will be greyed out if you do not have Billing Permissions or Can edit place of service on progress notes set in their Therapist permissions.
- Complete rest of your note and click Save.
NOTE: The Place of Service will populate on the Invoice when it is created.
If the invoice has been created you will receive this notice:
You must Change Place of Service on Client Invoice.