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- Clinic dashboard>appointment time
- Scroll down to reveal CPT Code fields
- Clinic dashboard>appointment time
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- Click ‘Add CPT’
- Type in code or search by keywords
- Enter Units if applicable
- Enter Modifier(s)
- Repeat as needed ( NOTE: as of 7/2019 CPT Code box stays open to enter multiple CPT codes without having to click ‘ADD CPT’ )
- SAVE if NOT ready to process for billing or COMPLETE if you ARE ready to processes billing codes.