1.3 Saved Groups

Owned by Joanne H
Last updated: Oct 20, 2020
2 min read

Users will have the option to create “Groups” of CPT & ICD codes that can be used in the Documentation and Billing modules of the system. 

Users must have fee schedules created before customizing saved groups.

GO TO BILLING > CHARGE UTILITY > SAVED GROUPS

Creating a Fee Schedule Group

  1. Select a fee schedule from the drop down.

  2. Select ICD Codes: search by code or description. The selected codes will appear on top of the CPT code box.

    1. You can add up to 12 ICD codes to the custom group. You can drag and drop to rearrange the order & click the X to delete the code.

  3. Select CPT Codes

    1. CPT Codes will pull POS/TOS as well as Modifiers that were set up for that code within the fee schedule selected

    2. With CPT fields users will have the ability to drag & drop codes for reordering and adjust Diagnosis Pointers as needed

  4. Input Group Name and save

CPT code modifiers, POS, or standard fee cannot be edited when creating groups.

Copying Groups

  1. Click ፧ icon and select Copy

  2. Select a fee schedule and group you want to copy

  3. Input name for new group and save

You can only copy groups in the same fee schedule.

To Edit a Group

  1. Select Fee Schedule.

  2. Go down to the table and select the Group you wish to edit.

  3. The details of the group will show at the top of the screen & you can make any necessary changes.

  4. Click Save.

To Delete a Saved Group

  1. Select Fee Schedule

  2. Select the check box next to group you wish to delete.

  3. Click ፧ icon, select Delete and confirm.