Overview

In the invoice window, billing codes are organized using Billing Forms. To view your private (third-party) billing codes, you must first select the appropriate billing form from the invoice screen. Once selected, the associated codes will be displayed and can be added directly to the invoice.

Steps to View and Use Private Billing Codes

1. Open the Invoice window for the patient.
2. At the bottom of the invoice window, locate the Billing Form dropdown.
3. Select your Private/Third party Billing Form from the list.
4. Once selected, your billing codes will appear.
5. Click on the desired code to add it to the invoice.

If you need to add new billing codes, please refer to the Creating and Managing Billing Codes video for step-by-step instructions.

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