Billing - add claim item

There are three ways to create a claim item.
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From a SOAP Note:
1. Click "Add New CPT Code"
2. Click the CPT code from the dropdown menu
3. Fill out note completely
4. Primary therapist sign note 
5. Click the orange "Save/Create or Update Claim" 

Important things to note

• The note must have a diagnosis, CPT code, place of service, and sometimes a modifier for the claim to go through electronically.

From the Billing module:
1. Click the green "Add Claim Item" in the top right-hand corner
2. Click client name 
3. Click "Add New CPT Code"
4. Click the CPT code from the dropdown menu
5. Click "Create Claim" 

Important things to note​

• In order for you to utilize this method the patient must have the diagnosis codes loaded into the client record.
• If there isn't one loaded then you must click the blue "View client list" from the main dashboard, click "Edit Info" for the client, and add in the Dx code.

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From the Evaluations & Forms module: 
1. In your clinic you can use the encounter forms to create claim items 
2. These forms must include a ICD & CPT code with an official signature
​3. Click the orange "Save/Create or Update Claim"

After any of the above three methods each CPT code will become a new line item within the billing module. 
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