How to Set CPT Unit Limitations?

This video is for setting units. 

Purpose:

To enable providers to configure unit-based authorization limits for specific CPT codes, ensuring compliance with insurance requirements and preventing overutilization.

Scope:

This article covers:

1. Setting per-code unit restrictions
2. Authorization-based CPT limitations 
   Excludes:
3. Visit-based authorizations
4. Global billing rules
5. Insurance-specific claim requirements

Procedure:

1. Access CPT Setup:
   1. Navigate to target case
   2. Click Actions → CPT Setup
2. Add Restriction:
   1. Click green + button
   2. Enter:
      1. CPT code (e.g., "Therax")
      2. Unit limit (e.g., 24 visits)
3. System Enforcement:
   1. HelloNote automatically:
      1. Tracks used units
      2. Blocks excess billing

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