Please make the billing in the calendar link with the billing used in the note and the invoices
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I will often make the mistake of not editing my billing correctly. So I sometimes will have a service code listed that should not be billed. I have tried to just go into the calendar and edit it there but it doesn't carry over into my SOAP note. And then I assume it does not carry over to my invoices. Please advise on how to handle this!

Thanks.

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    Ruth

    Hi Lauren, have you locked the SOAP note prior to making the CPT Code change? Anytime you make a change to a service code from your Calendar appointment fly-out, or the client's file > Billing tab, the system should prompt you to unlock any locked Progress Notes attached and any billing documents generated for this appointment. You'll want to do these things before changing the service code for the session. Then it should appear in the Progress Note and the new Invoice generated for the appointment! 

    Hi Lauren, have you locked the SOAP note prior to making the CPT Code change? Anytime you make a change to a service code from your Calendar appointment fly-out, or the client's file > Billing tab, the system should prompt you to unlock any locked Progress Notes attached and any billing documents generated for this appointment. You'll want to do these things before changing the service code for the session. Then it should appear in the Progress Note and the new Invoice generated for the appointment!