Bookem offers a convenient feature that automates the inclusion of ICD-10 codes on invoices.
By linking specific codes to individual clients, Bookem ensures that the correct ICD-10 code is automatically used whenever you generate an invoice for that client.
Go to Clients > Profile Fields
Click the 'Add field' button at the bottom of the page or the '+' buttons between existing fields
Now, choose the field type called Tags
Rename the label to 'ICD-10 code'
Now, select the list source as Data list, and select the ICD-10 Code Data List from the drop-down menu
Now, go to the client's profile
In the client's profile, select the ICD-10 code that applies to them
When you create an invoice, the codes you associated with the client will now be automatically populated on the invoice
Bookem allows users to include ICD-10 codes directly in line items.
Open the relevant line item and enter the ICD-10 code in the field named ICD-10
Bookem allows you to copy ICD-10 codes from one line to the next within an invoice, saving you time and effort.
When editing an invoice, enter the ICD-10 code in the designated field for the first line item
Select '+Add line item'
Check that the ICD-10 code is automatically replicated to the subsequent lines
Review and adjust codes as needed for each line item
Save the changes to the invoice
Here's a video of the process: