---
title: How to set the default billing codes for appointments
slug: portal-sub/how-to-set-the-default-billing-codes-for-appointments
docTags: 
createdAt: 2026-03-04T12:03:14.369Z
---

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**.

![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/rYN6QiwpxeC8A_TtoVvki_zrfmjabi90iu-c8pjtogngk5p4oebjpcmw.png)

:::hint{type="info"}
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. 

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## 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. 

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## 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.

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