Add Fee Codes to Appointment Types

You can assign specific fee codes to your clinic's appointment types in order for bills to be automatically generated.

1. For that, please click the upper right-side drop-down menu and select Admin, then go to Schedule and Appointment Types:

2. You can select a clinic-wide or a clinician-specific appointment type you would like to edit and click the i icon on its right:

3. The Edit Appointment pop up window features the Billing Code field where you can search for the fee code and select it to get it attached to the bill. You can select one or several codes. Once done, click Save.

4. Once you have saved the changes, you can start creating appointments. The system will automatically generate a bill with the selected fee code(s) for the patient.

You can see the additional option in the Edit Appointment window: the clinical user drop-down field. The user selected in this drop-down will have the generated bills assigned to them. If no physician is selected, the bills get assigned to the user that the appointment is booked with.

For bills with several fee codes, the format of the claims is based on the clinic's province due to the different ways bills are submitted for BC and ON clinics.

ON: one claim is generated for the patient with all fee codes separated by a comma.

BC: several separate claims are generated, each claim containing one of the fee codes.

To further automate this process, you can mark ICD codes for billing in the patient's Medical History and the selected ICD codes will also get automatically added to the bill.

For that, navigate to the patient chart and open the patient's medical history. Either add a new entry or select an existing one and click the i icon next to it.

In the ICD code field, search and select the necessary code, then click the $ icon: