How to Add Service Codes, Units, and Amount to a Note
Overview
This knowledge base article guides on managing the service codes, units, and charge amounts on the notes.
Adding Service Codes to the Notes
This knowledge base article guides on managing the service codes, units, and charge amounts on the notes.
The following notes allow you to add service codes from the pre-configured list. Once you add service codes to the notes, you can change the number of units and charge amount.
- Quick Note
- Case Management
- Couples/Family Therapy
- Progress Note
- SOAP Note
- Complete Evaluation
In this article, the Progress Note has been considered as an example.
Once the service codes and the billing rates are configured at the practice level, you can add the service codes within the notes, change the units, and the charge amount as needed.
In the Service Codes section, click the Enter button as depicted in the screen below:
The Service Code screen will appear as shown below. You can select the pre-configured service codes from the dropdown.
As you select the service code from the dropdown, the pre-configured units and charge amount will automatically appear on this screen. However, you can modify these details as needed.
In the following screen, locate the Units column. You can modify the units as desired.
As you modify the units, the charge amount will automatically change based on the number of units you modify.
You can still modify the charge amount as desired as shown in the screen below:
After you modify the units and charge amounts, click Done. You will see the following screen with the updated number of units for each service code.
When you print the invoice, you can see the modified charge amount as shown in the screen below:
FAQs
You can find the Frequently Asked Questions (FAQs) on our Knowledge Base page.
*********************************
Need additional assistance?
Phone: 443-203-5857
Text: 866-301-0085
Email: ticket@icanotes.com
Chat: http://app.icanotes.com
*********************************
Proprietary Notice Information: This article is provided for informational purposes only, and the information herein is subject to change without notice. While every effort has been made to ensure that the information contained within this article is accurate, ICANotes cannot and does not accept any type of liability for errors in, or omissions arising from the use of this information.
Related Articles
How to Set Up Practice Service Codes
Overview Only users with the role of Administrator have access to set up the Practice's Service Codes Short List. Once a practice administrator sets up the Service Code Short List for the practice, individual users must set up their billing rates in ...Configure Default Settings for Diagnosis, Service Codes, Risk Factors, and Medical History in the Compiled Note
This Knowledge Base guide will demonstrate how ICANotes+ users can configure their default note settings in Personal Preferences. This will allow you to choose whether or not to include the Diagnosis, Service Codes, Risk Factors and Medical History ...Add Payment or Adjustment from Account Ledger
Overview The add payment or adjustment feature allows clinicians to manually record a payment or adjustment from the account ledger. This could be used to apply a payment/adjustment on a single date or across multiple dates allowing long-standing ...How to Apply an Authorization Code to a Service Code
This article demonstrates how to enter an authorization for each service code on the note. Navigate to the client's note and locate the Service Codes section. In this article, I will use the Progress Note as an example. Under PN Part 2, use the Enter ...Aging by Service Date Report
Overview The Aging by Service Date Report is designed to help billers manage outstanding balances more effectively. This report allows billers to view charges with outstanding balances and track how long they have been outstanding, based on the ...