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Manual Add-on Codes

In order for a procedure to be used as either a manual or automatic add-on code while recording services, it needs to be setup in the Procedure/Rates record via the Add-On Procedure Codes tab.

  1. With the client open, click the Search icon.
  2. Type Services into the Search bar.
  3. Click to select Services (client). 
  1. Either select an existing service or start a new one by clicking om the New icon.
  1. On the Service Detail screen fill out the required fields, including the primary procedure.
  2. Once the primary procedure has been selected, the Add-On Codes tab will be displayed; select the tab.
  3. Using the dropdown menu, choose the add-on code and then complete the Start Time and Duration fields
  4. Click Add. 
  5. Click. Save