For a charge in your charge list that has with multiple billing codes, you can manually set each component billing code to display as a separate line item when you generate an insurance invoice or superbill. This may be needed because many insurers will reject claims when more than one code is listed on a single line on the submitted invoice.
To set this up, you would click on an existing entry in your Charge List to open it for editing, then click on the link near the bottom that says "Click here to manage how this charge displays on an invoice." Enter the code breakdown as you would like it to appear on the invoice, then click + Edit Charge to save. Any invoices generated with this charge on them on the future will show your specified breakdown.
For example, let's say that you offer a new patient visit, which takes 120 minutes, for $600. You code based on time, and the CPT codes for that visit are:
- 123 - Initial visit, 60 min in person
- 456 - Additional time
In the Charge List entry for this charge, you would put the multiple codes in the code field, separated by commas. Then, if you want to set it up so that each code was displayed as its own line item when this charge appeared on an insurance invoice or superbill, you would click the link near the bottom of the Add/Edit Charge window that says "Click here to manage how this charge displays on an invoice", adding a line-item for each code as shown:
For practices that have different Plan A/B pricing, the breakdown should be based on the Plan B (non-discounted) rate. When it is used for a Plan A patient, the system will apply a discount proportionally to each line item.
Similarly, if you apply a discount to a charge that has a line-item breakdown defined, the system will apply the discount proportionally across the line items on an invoice.