How do I carry over CPT codes from visit to visit?

If you frequently schedule repeat visits for patients who bill with the same CPT code(s), a setting can be enabled that will carry over CPT codes from appointment to appointment which will save you time and data entry keystrokes.

  • To enable this setting, access Account Settings (Account > Provider Settings).

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  • On the Account Settings page, select the Billing tab.

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At the bottom of the Billing tab, enable the Copy Proc From Pt's Last Appt setting in the Miscellaneous section.

Once you've checked the setting, select Update Entire Profile to save your settings.

This feature would need to be enabled for each provider within the practice that would like for the CPT codes for their patients to carry forward from appointment to appointment.