This feature will allow you to change CPT codes in bulk. This can be useful if you have several sessions with incorrect or old codes.
Navigation
Navigate to Admin > Defaults/Settings > Billing.
At the bottom of the screen, you will see a section called Your CPT (Service/Procedure) Codes. This will list all service codes you have used, the number of sessions the code has been manually entered on, and the code description.
Swap CPT Codes
- Click the icon and select Swap CPT Code. The code selected will auto-populate in the Change Service/CPT Code field.
- Enter the new code in the To Service/CPT Code field.
- Standalone - If you use Client Defaults and want to update those to the new code, select the Also change all client CPT code defaults box.
- Fill out the When fields, if desired.
- Select Perform Swap.
The "When" Fields
If you leave all of these fields blank, then all instances of the service code will be changed. The following restraints are available to specify what instances of the code should be swapped:
- Date of Service is on or after: Only dates on or after this date will be affected.
- Duration (Standalone): Any instance that falls within the range of minutes entered here will be affected. Entering a number into the first field only will act as a 'greater than or equal to' scenario (i.e. 30 minutes or greater). Entering a number into the second field only will act as a 'less than or equal to' scenario (i.e. 60 minutes or less).
- Units: Any instance that falls within the range of units entered here will be affected. Entering a number into the first field only will act as a 'greater than or equal to' scenario (i.e. 2 units or greater). Entering a number into the second field only will act as a 'less than or equal to' scenario (i.e. 3 units or less).
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