Please note that due to the circumstances around COVID-19, we are seeing a significant increase in the number of help requests to our Customer Success group and we're working to respond as quickly as possible. We do strongly encourage you to take advantage of all the free resources we have available. Thank you for your patience and understanding. 


Changing a service code for a past session

If you need to modify a service code for a past appointment, you can do so from the Calendar or from the client's Billing page. Below are the steps to updating a service code from each location: 


  • Click the appointment on the Calendar
  • Click any attached invoice or superbill to open them and then delete them


  • Select a new service code from the dropdown
  • Update the appointment fee as necessary


Client Billing page

  • Navigate to the client's Billing page and delete any invoices and superbills associated with the appointment you want to edit 
  • Hover your cursor over the appointment and click the Edit button that appears 
  • Select the service code from the dropdown 
  • Update the appointment fee as necessary
  • Click Save


Note: See Appointment level billing changes to learn more about making changes to individual appointments from a client's Billing page. 


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