How to Assign CPT Codes to Different Note Types?

Every note tells a story and the right CPT code ensures it's billed correctly. Whether it's an evaluation, a daily note, or a progress report, assigning the appropriate codes is key to accurate documentation and reimbursement. This guide will show you how to map CPT codes to the right note types with confidence and clarity, so your team stays compliant and your billing stays smooth.

Step 1: Log into the EMR using your therapist account

Step 2: Navigate to SETTINGS > TREATMENT/CPT

Step 3: On an existing CPT code click "Action"

Step 4: Using the "Show for Note Type Dropdown" add different note types depending on your preference using the multi-select tool

Step 5: Click "SAVE"

NOTE: While creating the CPT setup whatever note type option(s) is/are chosen, the same CPT will appear in Recommended Treatment dropdown when user creates the same type notes.