Multiple service codes let you record each service provided during a visit in one place, making it easier to review billing details, reconcile insurance payments, and maintain accurate appointment records.
In this guide, we'll cover:
Adding multiple service codes to an appointment
If a client was seen for multiple services on a single day, you can add multiple service codes to a single appointment. To do this:
- Navigate to your calendar and select an appointment
- Click Add service
- You can add up to 6 service codes per appointment
Note: You can add additional primary service codes as well as add-on codes. For more details, see Using add-on codes.
If you add three or more service codes to an appointment, you’ll have the option to rearrange them by clicking and dragging:
Note: The first service code added for an appointment is considered the original service and can’t be rearranged or deleted. You can still select a different service from the dropdown or delete and recreate the appointment to correct the order of services.
To delete a service code, click the trash icon next to the code:
The service codes for an appointment will appear on invoices and statements if your Service Description settings are set to populate the Appointment Service and Description. For more information, see Adding appointment descriptions to invoices .
Billing insurance with multiple service codes
When an appointment has multiple service codes, each one will generate a separate line in box 24a on a claim:
Because of this, each service code will represent an additional appointment on the claim. You can include up to 6 appointments or service codes on one claim.
How insurance payments are allocated
A Payment Report (ERA) will generate and attach an insurance payment to the client’s first appointment that matches the date(s) of service on the Payment Report.
If multiple service codes are added to a single appointment, the payments for all services will attach to that single appointment.
If multiple services are rendered for a client on separate same-day appointments, the insurance payments may attach to the incorrect appointments. When this happens, the insurance payments will need to be manually adjusted. For more details, see Why is my insurance payment only allocating to one service code when there's multiple on the same date of service? .