1.3 Saved Groups
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
Select a fee schedule from the drop down.
Select ICD Codes: search by code or description. The selected codes will appear on top of the CPT code box.
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.
Select CPT Codes
CPT Codes will pull POS/TOS as well as Modifiers that were set up for that code within the fee schedule selected
With CPT fields users will have the ability to drag & drop codes for reordering and adjust Diagnosis Pointers as needed
Input Group Name and save
CPT code modifiers, POS, or standard fee cannot be edited when creating groups.
Copying Groups
Click ፧ icon and select Copy
Select a fee schedule and group you want to copy
Input name for new group and save
You can only copy groups in the same fee schedule.
To Edit a Group
Select Fee Schedule.
Go down to the table and select the Group you wish to edit.
The details of the group will show at the top of the screen & you can make any necessary changes.
Click Save.
To Delete a Saved Group
Select Fee Schedule
Select the check box next to group you wish to delete.
Click ፧ icon, select Delete and confirm.