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Client wanted just "professional services" on her statement, but now wants to change previous statements to CPT code, due to a legal issue.

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  • Sara

    Hi Ronald,

    Since statements cannot be edited, you will need to delete the statement, make the change, and then recreate it. To change the service description, go to Settings > Billing and Services > Service Description where you can edit this information before recreating the statement for the client.

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