Adding Billing Profiles in the Form Builder

Utilizing billing profiles allows you to efficiently add ICD-10, CPT, HCPCS, and/or Custom codes to common visit types. Here is how you can add them from the form builder.

  • Navigate to Clinical > Form Builder.

Clinical_Form_Builder.png

  • Select the form you would like to add the profile to and add a Switch.

Clincal_Form_Builder_Switch.png

  • Enter a name for the switch in the Label Name field.
  • Go to the Billing Profile menu and select the profile.
  • Click Update Field.

Form_Builder_Switch_Billing_Profile.png

  • Click Save to save the changes to your form.

Form-Builder_Switch_billing_Profile_Save.png

  • In the clinical note, activate the switch to apply the Billing Profile.

    All patient data listed in this article is sample data. This is not a real person or real patient data.

Clinical_Note_Switch_Billing_Profile.png