Once a billing template is created you are able to edit or delete it.
Editing A Billing Template
To edit a billing template you need to click on the three dots under the Actions column. Selecting Edit will open the same window you see as when you create a billing template.
Once open, you can update the following just as when you initially created the template.
Adding a Service Code
To add a service code:
- Click the + Add button in the service code section
- Select the appropriate fee program from the dropdown
- Select the service code
- Enter a quantity
- Decimals are allowed
Removing a Service Code
To remove a service code:
- Find the service code you would like to remove
- Click the red garbage can to the right of it
Linking/Delinking Healthcare Services
To change which healthcare services are linked to this billing template:
- Click on the healthcare service dropdown
- Check/Uncheck the services as necessary
Deleting a Billing Template
To edit a billing template you need to click on the three dots under the Actions column. Selecting Delete will delete the billing template and make it no longer available for invoice generation.
Click confirm in the confirmation window that opens or cancel to cancel the action.