Enter a Service

Entering a Service

  1. On the patient's transactions list, click Insert and select “Add Service”.

  2. Enter the dates and procedure code (CPT/HCPCS).

  3. Enter the appropriate diagnosis code pointers

  4. Enter or change amount.

  5. Select the service provider.

  6. On the Money tab, enter the patient's responsibility amount. The insurance responsibility will be calculated.

  7. Enter a statement note on the Notes tab.

  8. Save by clicking OK.