How to customize treatment modifiers and make edits to treatment reports
Treatment reports hold the billing details for each visit: the billing code, units, duration and any modifiers for every service. This article explains how to change the billing code on a service, add or remove a modifier, and update units and duration. It also covers what to do afterward so the patient's invoices and claims match your changes.
At a Glance
You edit billing codes and modifiers from the treatment report, not the note.
Every service on a treatment report needs a billing code.
Private pay invoices update automatically when you change a billing code.
In the Patient billing section, click Go under Treatment reports.
Clicking on 'Go' for treatment reports.
Step 3: Open the treatment report
Find the treatment report you want to change and click View.
Step 4: Choose Edit
At the top of the treatment report, click Actions and select Edit.
Selecting 'Edit' under the Actions drop-down.
How do I change the billing code on a service?
Step 1: Find the service in the Services section, choose a new billing code and check units and duration
On the edit page, scroll to the Services section and find the service you want to change. Click the Billing code dropdown, then type or select the correct code. Confirm that Units and Duration are correct for the new code, and update them if needed.
Find service to edit
Step 2: Save the treatment report
Click Save treatment report at the bottom of the page.
Save treatment report
How do I add or remove a modifier?
Step 1: Add a service modifier
Under Modifiers for the service, click Add service modifier.
Clicking on the 'Add service modifier' button.
Step 2: Choose the modifier
In the Billing treatment modifier dropdown, select the modifier you need.
Choosing a treatment modifier.
Step 3 (optional): Remove a modifier you no longer need
To take a modifier off, click Remove service modifier next to it.
Remove a modifier
Step 4: Save the treatment report
Click Save treatment report at the bottom of the page.
Saving the treatment report.
What happens to invoices and claims after I save?
Ambiki updates private pay invoices with your changes automatically. Insurance invoices and claims that already exist do not change when you save. To update them, see Reinvoicing a treatment report.
Q&A
Q: Why don't I see Edit in the Actions menu?
A: Editing a treatment report requires permission to manage treatment reports. Ask your practice administrator to check your permissions.
Q: I changed the billing code, but the insurance claim still shows the old code. Why?
A: Saving the treatment report does not change insurance invoices or claims that already exist. See Reinvoicing a treatment report for how to update them.
Q: The billing code I need isn't in the dropdown. What should I do?
A: The dropdown lists the billing codes set up for your practice. An administrator can add the missing code in your billing settings.
Q: Can I remove a service from a treatment report?
A: You can click Remove service on any service except the first one. A service that already has payments applied cannot be removed, and shows "Cannot remove (payments applied)" instead.
Samuel Okoth
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