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.
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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.
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