This guide will walk you through the process of adding a billing template. Billing templates are useful when generating invoices, superbills, and claims, saving you time.
How to Add a Billing Template
Add new Billing templates from your Practice Settings
Click the + Add billing template button on the right
The page will be updated to look like this:
Click New billing template to rename. Click or tab out to save the new name.
Click the + Add billing code button. There will be a popup that looks like this:
Search for and select a Billing code.
Update Modifiers, Unit, Unit charge, and Discount as needed, then click OK to save.
Add additional billing codes if needed, or click the arrow button to return to your Billing templates
