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.
- 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.
- The service type distinction is how the CPT codes will be organized in the dropdown when creating an appointment.
- CPT Code → Enter the CPT code that you’d like to add to your account
- 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.)
- Description → Enter a description for the CPT code.
- This description is used to help your staff select the correct code when creating their appointments. This description will not appear on the superbills.
- Length (minutes) → Enter the typical duration of an appointment with this CPT code.
- 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