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How to create Service Types and set default fees

A guide to setting up insurance billing codes and additional billable items

Updated over 3 weeks ago

How to create service types

  1. Go to Settings by clicking on your name at the top right-hand side of the page

  2. On the left side menu, under Billing select Services

  3. Select Create Service

  4. Under Code, enter the CPT Code.
    (Tip: If a CPT Code does not apply, enter the name of the service. For example, “late cancellation fee”)

  5. In the Description field, enter a short description of the service. For example, “30-minute psychotherapy”

  6. Under Rate, enter your full price for this service.

  7. Click Create


Editing Services and Fees

  1. You can edit existing Services by clicking the service you want to update

  2. The charge will open in the right-hand pane

  3. Make the desired changes

  4. Click Save Changes


Deleting and Archiving Services

Stay tuned! This feature will be coming soon

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