Add Insurance Codes to an Invoice

If you want to submit claims or create a Superbill, you will need to add insurance codes (billing, diagnostic, modifier) to an invoice.

1. Click on the Invoice (for example, INV-3).
2. Click on Add Insurance button.
3. Enter the Billing Code or the Billing Code Name.
4. Enter the Diagnostic Code or the Diagnostic Code Name.
5. Enter the Modifier Code or the Modifier Code Name.

When you add a Billing Code, the invoice's value is based on the Billing Code and not the service item. The service item is zeroed out and marked insured.