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How to Set Up and Use Insurance Coding

Add billing codes to your patient encounters for improved documentation and seamless PDF export

Updated over a month ago

What are Insurance Billing Codes?

Insurance billing codes (like CPT code 90833) help you track and document the specific services provided during patient encounters. When you add billing codes to your encounters in Nextvisit AI, you'll get two key benefits:

  • Enhanced documentation quality: The AI uses billing code information to create more accurate and relevant progress notes

  • Professional PDF exports: Your billing codes appear directly on exported notes, especially when combined with your practice information

How to Access Billing Code Settings

  1. Click your profile icon in the bottom left of the sidebar

  2. Select Settings (gear icon)

  3. Click Insurance Billing

Setting Up Your Billing Codes

From the Insurance Billing settings page, you can create and manage your billing codes library. When adding a new billing code, you'll need to provide:

  • Code (required): The billing code number (e.g., 90833)

  • Modifier (optional): Any applicable modifiers

  • Price: The fee associated with this code

  • Duration: Expected session length (e.g., "15 Minutes")

  • Description (required): A clear description of the service

Once saved, these codes become available for use across all your patient encounters.

Adding Billing Codes to Encounters

You can add billing codes to any encounter in two ways:

  1. During an active session:

    While recording with a patient, select the appropriate billing code to help guide the documentation process in real-time.

  2. After the encounter:

    When reviewing a completed encounter, add the relevant billing code to enhance the final documentation.

Getting the Most from Billing Codes

For the best results when exporting PDFs:

  1. Complete your practice information in workspace settings

  2. Add billing codes to all relevant encounters

  3. Your exported notes will display professional billing information that's ready for insurance submission

This streamlined approach helps ensure your documentation meets both clinical and billing requirements without extra administrative work.

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