How do I add CPT codes to notes ?

Purpose:

To provide clinicians with clear instructions for adding CPT (Current Procedural Terminology) codes to patient notes within HelloNote EMR, ensuring accurate procedure documentation and proper billing setup.

Scope:

This article covers:

1. Adding CPT codes during note creation via the Treatment Plan section
2. Accessing and selecting codes from the recommended treatment options
3. Managing available codes through the CPT code bank in system settings 
   Excludes: Advanced billing configurations, insurance-specific coding requirements, or modifier additions

Procedure:

Method 1: Add During Note Creation

1. While creating your note, navigate to the Treatment Plan section
2. Locate the Recommended Treatment area
3. Click to select from available CPT codes displayed
4. Selected codes will automatically be added to your note

Method 2: Access Code Bank

1. Go to Settings > Treatment > CPT
2. View all available codes in your system's code bank
3. (Optional) Use this reference when selecting codes during note creation

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