Add Procedure Codes

Add CPT/HCPCS Codes

Before adding a new code, we recommend checking your list to verify the code doesn't already exist. Follow the steps below to manually add a CPT or HCPCS code. 

  1. Select Customer Setup > Codes... > Procedure Codes.

  2. Click the New CPT/HCPCS button. 

  3. Add the code name in the Code field.

    Only the first five (5) digits will be sent on the claim; any added extensions will not populate.

  4. Use the Type drop-down menu to select the code Type.

    Selecting Retail will set this charge to the status of Balance Due Patient when added to claims.
  5. Write the code Description.

  6. Set the Claim Defaults you would like this code to follow by referencing the Procedure Codes Claim Defaults.

  7. Click Save.

Add HCPCS Codes from the Master List

This is the easiest way to add a HCPCS Code to your personal list. The codes containted in the Master List are the codes developed by the Centers for Medicare and Medicaid Services  (CMS) in conjunction with 3M Health Information Management

Before adding a new code, we recommend checking your list to verify the code doesn't already exist. Follow the steps below to add a HCPCS code from the master list.

  1. Select Customer Setup > Codes... > Procedure Codes.

  2. Click the Add from HCPCS List button. 

  3. Once the Master HCPC Selection window opens, enter your Search Criteria.

    1. Use the Select Range to display drop-down menu to select the code category you are looking for.

    2. Enter Code to Search For: Use this field to type in the code you would like to add, if known.

    3. Enter Keywords to Search For: Use this field if you're unsure of the exact code, but know what is in the description

    4. Use the Order Results By drop-down to order your search results by descriptions or code.

    5. Click Search.

  4. Once the window opens, place a check in the box(es) under the Selected column for the code(s) you want to add. 

  5. Click the Add button.

  6. Click OK when the confirmation "All codes were successfully added." appears.

Procedure Code Field Descriptions

Required fields are indicated in red. 

  • Code: Enter the Procedure code (numbers and/or letters).

  • Code Type: Select the type of Procedure code (CPT/HCPCS, Other Medical or Retail). 

  • Claim Defaults: Select any applicable claim defaults for the code, as well as the default price, number of units and default charge status for the code.

  • Modifiers: Add any applicable global or Situational modifiers to the code if applicable.

  • Drug Information: If applicable, include a drug price, units, and drug unit measure (GR, ML, UN, etc.) as well as drug codes and code format.

  • Effective Date: Effective code date for reporting and tracking purposes only.

  • Termination Date: Termination code date for reporting and tracking purposes only.

  • Superbill Options: Configure Superbill options (Enable code to print on superbill and enter code category and description that will reflect on the superbill). 

  • Statement Options: Configure Statement options (Enter a code description that will reflect on the statement).