1) On the left menu, click on Organization to expand menu.


2) Click on the Service Types. Here you can Add or Edit different services you offer and the rates as well as CPT codes and Units. If you want the codes to show on invoices, add them in the service type name. Each service and rate will show to the right.

This will be the default rate on invoices. You can override them directly in invoices or override them by individual patient by setting a separate default rate for a patient in the patient's Details page.

Note: If you bill by client/patient income, then click the Income Based Payment Amounts tab, and set the default amount per income range.

5) Save.

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