Managing Insurance Codes

Effectively managing insurance codes in Noterro is crucial for accurate billing and smooth claims processing in your clinic. As an Admin, you have the tools to add, edit, disable, and delete insurance codes. This guide walks you through each action. There are three types of insurance codes: Billing (CPT), Diagnostic (ICD), and Modifier. These are mainly used in US-based insurance billing. Here's how to handle these codes in Noterro.

Adding Insurance Codes

Adding a new insurance code is vital for setting up your billing system. Follow these steps to add a code:

1. Log in as the Admin.
2. Click on the Gear icon (top right header).
3. Select Insurance.
4. Scroll to the Insurance Code section.
5. Click on Add New.
6. Enter the necessary information, such as the Code, the Label, and select the type—billing, diagnostic, or modifier.
7. Optionally add a monetary amount and a tax for Billing type codes.
8. Click Save to add the Insurance Code.

Important Note: Once you add an Insurance Code, its type cannot be changed. Ensure the correct type is selected before proceeding. Only Admins have access to insurance settings, which means Practitioners cannot add insurance codes. 

Adding TELUS Billing Codes (Canadian clinics)

For TELUS insurance, you don't need to manually add billing codes; they will be automatically included when you configure TELUS insurance in Noterro. To view TELUS billing codes:

1. Log in as the Admin.
2. Click on the Gear icon (top right header).
3. Select Insurance.
4. On the TELUS eClaims section.

5. Click on the TELUS billing codes tab.

   

Editing Insurance Codes

If you need to make changes to an insurance code:

1. Log in as the Admin.
2. Click on the Gear icon (top right header).
3. Select Insurance.
4. Scroll to the Insurance Code section.
5. Locate the specific insurance code you want to edit and click on its Name.
6. Update the necessary details, such as the code or label.
7. Optionally update the monetary amount and tax for Billing type Insurance Codes.
8. Click Save.

Disabling Insurance Codes

To temporarily remove an insurance code from billing:

1. Log in as the Admin.
2. Click on the Gear icon (top right header).
3. Select Insurance.
4. Scroll to the Insurance Code section.
5. Locate the specific Insurance Code and click on the Three Dots.
6. Click Edit.
7. Toggle off Disable.
8. Click Save.

Enabling Insurance Codes

If you’ve previously disabled an Insurance Code and want to enable it:

1. Log in as the Admin.
2. Click on the Gear icon (top right header).
3. Select Insurance.
4. Scroll to the Insurance Code section.
5. Locate the specific Insurance Code and click on the Three Dots.
6. Click Edit.
7. Toggle on Enable.
8. Click Save.

Deleting Insurance Codes

Deleting an insurance code permanently removes it from your clinic's options. Proceed with caution. If you're certain, follow these steps:

1. Log in as the Admin.
2. Click on the Gear icon (top right header).
3. Select Insurance.
4. Scroll to the Insurance Code section.
5. Locate the specific Insurance Code and click on the Three Dots.
6. Click Delete.
7. In the prompt, click Yes, Delete to confirm.

Important Note: Deleting an insurance code removes it from your clinic's options. Communicate any changes to team members to avoid disruptions or confusion.