Add a CPT® to a Case

Add a CPT® to a Case

A limitation can be set on the Authorization for specific CPT codes.

Add a CPT® to a New Case

  • On the Case, select Add Authorization.
  • In the CPT field, enter the CPTs that need to be on the encounter separated by commas and no spaces. Example: 99214,99215,99216
  • Select Save (F2).

Add a CPT on an already created Case

On the Modify Charge screen:
  • If an Authorization has not been created, click the Authorization dropdown and choose Add New. Add the CPT(s).

  • If there is an Authorization, select the Edit link and add the CPT(s).

Validation Error

Error - At least one Authorized CPT must be on the charge.

This error indicates there is a CPT limitation on the Authorization. This is a hard stop if none of the CPTs are on the Encounter.



CPT® copyright 2019 American Medical Association. All rights reserved.




    • Related Articles

    • Add an Authorization to a Case using Countdown

      Add an Authorization to a Case using Countdown Use the Countdown on an Authorization When the Countdown fields are used, a message will be displayed when the Case/Authorization is used on the Scheduling Appointment screen and on the Post/Modify ...
    • Add/Modify/Remove a Case Contact

      Once the Case is saved, you can Add/Modify Contacts on the Case Dashboard. Add Contacts to a Case From the Patient Dashboard, select the Cases link. From the Cases screen, Select the Case ID. In the Contact panel, select the Add button. Contact ...
    • Add a Case and Authorization/Referral

      User Permissions to access Cases Cases can be added in multiple places in the System. Select this link: Cases and Authorization Overview. Case Panel Type: Choose from the dropdown or add your own by choosing Manage (See below for adding Case Types). ...
    • Add a Case for Workers Comp

      Workers Compensation Case Cases allow specific information for repeated Charges and Appointments per patient. Workers Compensation Policy The Insurance Profile for Workers Comp should be added first. See Workers Compensation Policy Profile. Add a ...
    • Add/Modify a Procedure Code (CPT)

      CPT® Codes (Current Procedural Terminology) is a uniform medical language that defines the Procedures or Services performed by a qualified healthcare professional. They are referred to in the System as CPT or Procedure Codes. Adding fees directly to ...