Add Insurance Codes to an Invoice

You will need to add Insurance Codes (Billing, Diagnostic, Modifier) to an invoice if you want to submit claims or create a Superbill.

  1. Click on the Invoice (example, INV-3)
  2. Click on Add Insurance button
  3. Enter the Billing Code or the Billing Code Name
  4. Enter the Diagnostic Code or the Diagnostic Code Name
  5. Enter the Modifier Code or the Modifier Code Name

When you add a Billing Code, the value of the invoice is based on the Billing Code and not the service item.  The service item is zeroed out and it is marked Insured.

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