How to set the default billing codes for appointments
3 min
there are a few different ways in which to set the default billing codes for appointments default service codes can be set manually, on a case by case basis, and they can also be automated to act as the default setting for when a particular appointment type is used this article will explain each of these methods manual setup from the book appointment window the default service code, that will be billed for a given appointment, can be set manually from the book appointment window go to work centre / work / appointments and double click on the appointment block this will open the book appointment window enter the service code into the coded reason field and push ok the coded reason field is only used for the billing code the free text reason field can still be used to insert a custom reason for the appointment at the time of the appointment, if the create claims on attendance is enabled in the provider's member of area, the claim will be created automatically with the service code specified in the appointment this behaviour applies to each of the other methods below as well automate from the preferences window appointment types can be configured to have a default service code from the preferences window if this is done (in advance) a default service code will automatically appear when that appointment type is used in future go to organisation / preferences / general / appointment select the types tab find the appropriate appointment type, and click inside the default service column either start typing or click the ellipsis button to search for the appropriate default service code automate from the new personal appointment rule window the reason code can also be entered in an appointment rule all appointments created from the rule will have the specified reason , and thus the same service code behaviours shown above will be applied by default