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Adding medical coded line items to your invoice


Some invoices may require more detail in the form of line items, particularly codes for medical aid submission.

Line items can be added via an appointment, by going to the Statement view or the Invoices page. They can be added to a single appointment, one at a time or they can be added to multiple appointments at once.

Once you've landed on editing the actual invoice, these are the steps to follow:

Adding a line item to one appointment:

  • Click on the appointment or find it via the Statement page, click on Add codes or Manage codes, depending on which option you chose.
  • A dialog box will open where you can enter codes or click on the magnifying glass to search for the appropriate codes. As you use this feature, your often-used codes and prices will be remembered.
  • To add multiple ICD-10 codes per therapy code, slide the toggle next to Choose multiple codes and search to select the codes you'd like to add.
  • Edit an existing line item by clicking on it and remove one by clicking on the trash can to the right.
  • Once you're done, click on Done.

Adding line items to multiple appointments:

  • Go to Clients > Account and select the appointments to add the codes to.
  • Click on + CODES in the menu that opens and add all related codes in dialog box that opens.