How do I carry over CPT codes from visit to visit?

Automatically Copying CPT Codes From Previous Appointments

For providers that frequently schedule repeat visits for their patients, a setting that enables CPT codes to carry over from appointment to appointment can be enabled. 

To enable this setting, access Account Settings (Account > Account Settings).


In the Account Settings page, select the 'Billing' tab.


At the bottom of the Billing tab, enable the 'Copy Proc From Pt's Last Appt' setting in the Miscellaneous section.


Once you've checked the setting, select 'Update Entire Profile' to save your settings.


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