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


Automatically Copying CPT Codes From Previous Appointments

   If you frequently schedule repeat visits for patients that bill with the same CPT code(s),  a setting can be enabled that will carry over CPT codes from appointment to appointment that will save you time and data entry.

   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.


   This feature would need to be enabled for each provider within the practice that wishes for the CPT codes for their patients to carry forward from appointment to appointment.


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