Setting Up CPT Code Favorites

Setting Up CPT Code Favorites

Users with full access can set up their most commonly used procedure (CPT) codes as favorites to aid in efficiency when creating new invoices.

1. To get started, you have to go to the Invoice section of any patient. You can either:

a. Click on the name of a patient from the Appointment Calendar. -

b. Search the name of a patient using the Search box on the top navigation bar.



2. You will be redirected to the Patient Profile. Click on Patient Billing .



3. In the Patient Billing window, click on any Invoice . The Invoice page opens.



4. Under the CPT Code section, click Manage Fav . ' My Favorite Diagnosis Codes ' pop-up box opens.



5a. Enter the ' New Fav Name ' in the box.

b. Click ‘
Add New ’ to add Fav Name to your favorites.

For example, to create Lumbar related CPT code favorites, type 'Lumbar' in the box and then click 'Add New'. You will get a message "
New Favorite has been added. Starting adding CPT's ."



6. To add CPT codes to the favorite you created, follow these steps:

a. Enter the
first characters of a code number or description . The auto-populated list of possible matches displays below the field. Scroll down if necessary to view more.
b.
Locate the desired code in the list and click on it.
c. Click the '
+ ' icon to add the selected CPT code to your CPT favorite. Continue the above steps to add more codes to your CPT Code Favorite.




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