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How to link ICD-10 codes to invoices in Bookem

Bookem offers a convenient feature that automates the inclusion of ICD-10 codes on invoices.

First, you'll need to add ICD-10 codes to the client profile

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.

Here's how:

  • 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

Now you need to include ICD-10 codes in line items

Bookem allows users to include ICD-10 codes directly in line items.

Here's how:

  1. Go to Settings > Payments and invoicing > Line items

  2. Open the relevant line item and enter the ICD-10 code in the field named ICD-10

Now, you can to insert ICD-10 codes into invoices

Bookem allows you to copy ICD-10 codes from one line to the next within an invoice, saving you time and effort.

Follow these steps:

  1. When editing an invoice, enter the ICD-10 code in the designated field for the first line item

  2. Select '+Add line item'

    Check that the ICD-10 code is automatically replicated to the subsequent lines

  3. Review and adjust codes as needed for each line item

  4. Save the changes to the invoice

Here's a video of the process:

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