Adding/Editing CPT Codes

Adding/Editing CPT Codes

STEP 1: Navigate to the CODES & METRICS tab within the Account Settings section.

STEP 2: Review the default codes (picture below) to see which ones need to be adjusted and/or added for your practice.

 

 

STEP 3: You can edit the current codes to have alternative descriptions and/or appointment lengths or you can make any unnecessary ones inactive by clicking on the CPT code within the list.

 

 

STEP 4: Add any additional CPT codes by clicking on the +Add New CPT Code button.

  1. Service Type → Select the appropriate service type from the dropdown (Intake, Individual, Family, Group) or click on the (New) button to create your own service type.
    1. The service type distinction is how the CPT codes will be organized in the dropdown when creating an appointment.
  2. CPT Code → Enter the CPT code that you’d like to add to your account
    1. Please note: you can enter completely custom codes to denote billed services that are not eligible for submission for reimbursement (e.g., Coaching Session; Phone Consultation; Collateral Call, etc.)
  3. Description → Enter a description for the CPT code.
    1. This description is used to help your staff select the correct code when creating their appointments. This description will not appear on the superbills.
  4. Length (minutes) → Enter the typical duration of an appointment with this CPT code.
    1. When selecting this CPT code from the dropdown within the appointment creation window, the duration of the appointment will automatically reflect whatever length was entered here (note: the duration can always be adjusted as needed).

STEP 5: Create telehealth codes using the appropriate modifier (e.g., -95, -GT).

 

      For practices that conduct telehealth sessions, you’ll want to create additional CPT codes that include the proper modifier code in order to accurately create superbills and/or submit e-claims.

     First, create a new service type by clicking on the (New) button and then label the service type something such as “Telehealth” or “Teletherapy”



 

 

      Once you have created the “Telehealth” service type, click +Add New CPT Code

      Service Type → select “Telehealth” from the dropdown

      CPT Code → Enter the regular CPT code followed by the appropriate modifier (e.g., -95, -GT)

      Description → Add another differentiator before the code’s description such as “Telehealth; Individual psychotherapy”

      Length (minutes) → specify the default duration for this type of appointment

 

 



    • Related Articles

    • Adding Diagnosis Codes

      Step 1: Navigate to Account Settings - Codes & Metrics. Step 2: Select the Diagnosis tab on the right-hand side. Then, choose +Add New Diagnosis. Step 3: Select the type of diagnosis from the dropdown. Then, add the code, modifier (if required), and ...
    • Adding Codes & Metrics

      ADD CODES & METRICS STEP 1: Navigate to the CODES & METRICS tab within the Account Settings section. STEP 2: Review the default codes (picture below) to see which ones need to be added for your practice.     STEP 3: You can edit the current codes to ...
    • Adding Appointments to the Calendar

      You can add two types of appointments to your calendar. Client Appointments Non-Client Appointments Scheduling a Client Appointment Step 1: Click on the date/time within the calendar OR click on the New Session icon in the top right-hand corner of ...
    • Adding Diagnosis Codes

      STEP 1:   Navigate to the “Diagnosis” tab within the desired client’s profile STEP 2:  Under the Treatment Methods heading, click on the Select Diagnosis Code drop down  Begin typing the code/description in the search bar If the diagnosis is not ...
    • Adding a Client

      Step 1: select the Add Client button at the top right. Step 2: complete all of the necessary information to enroll your client. To quickly add a client to the system you only need their name. Uncheck “Enroll in Client Portal” See Enrolling Contact in ...