Pull procedure codes and fees into the invoice
under review
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David
Because at each appointment (even though it may be named the same, e.g. 30 minute subsequent visit) different procedures are done (e.g. laser + microcurrent or microcurrent + neuromuscular retraining or manipulation + laser, etc.)
It would be much more efficient and easier if the procedure codes the practitioner created in each note were pulled to the invoice.
This would prevent the additional step of having to manually add each procedure code to the invoice.
This would prevent the need to issue a superbill in addition to the invoice just to get itemization.
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Linda Drozdowicz
New PracticeQ user switching from Luminello. This is going to be a major issue for all psychiatrists that have cash practices (that's most of us). We bill by time, but codes vary depending on what occurred in the session. Not having the codes and fees autopopulate into the invoice/superbill is a big problem. I tried creating one for a dummy patient, and I had to manually adjust the superbill. This will add a major amount of time to a task that was instant with Luminello. Can you please work on this for us? Lots of new users who will have this problem.
Tyson Edwards
under review
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Ana DiRago, Ph.D.
This one bit me too, although in my case, the codes were tweaked in the Billing Details setting on the appointment rather than in a treatment note, but that is a distinction without a difference.
Several people on the Facebook group have also complained about the issue. I will post the feature request there to try to get more support.
Just to clarify further, the general use case is making an appointment with a client where the price is not fixed in advance, but is instead determined based on the unique combination of CPT codes that is appropriate for the client, which is determined during the appointment. The current product generates the invoice using the arbitrary number in the "price" field of the appointment. The superbill is generated based on the CPT codes, and then it generates an error telling you to go back and update the invoice with the correct total to make the invoice and superbill consistent. It doesn't even tell you the total, but instead makes you manually add up all the prices of the CPT codes and then grades you!
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David
Ana DiRago, Ph.D. Yup.
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David
This is still an issue that needs to be addressed.
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David
I am spending 1+ hours at the end of each day manually adding each code to each invoice one by one. This is brutal.
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Ryne Evans
Agreed; this works for CLAIM creation but not for invoicing.