Adding Insurance Codes to an Invoice

To efficiently submit claims or create a Superbill, it is essential to add insurance codes, such as billing, diagnostic, and modifier codes, to your invoices.

Add Insurance Codes to Your Invoice

Follow these steps to include necessary insurance codes to an invoice seamlessly.

1. Click on the Invoice (e.g., INV-3).
2. Click the 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.

Important Note: When you add a billing code, the invoice value is determined by the billing code, not the service item. The service item value is zeroed out and marked as insured. The Add Insurance button will only appear on Invoices if you are on the Plus or Max plan.