Daily Note - Moving Treatments from Self-Pay to Insurance

AgileEMR: Daily Note - Manually Moving Treatments from Self-Pay to Insurance

• Open the Daily Note
• Click into the Manual/Treatment tab
• Scroll down to the Self-Paid table to see the charges

• Add the charges to the Insurance table (this is the unlabeled table at the top that's ABOVE the Self-Paid table)
  • Scroll up to the "Select Treatment/CPT Code to Add:" box
  • Type in the treatment, select it from the drop down menu, and click "Add"

• Fill in the treatment info, and add minutes to the newly added charge under the Insurance table
• Scroll back down to the Self-Paid table and remove the green checkmark if it's checked
• Now you can delete the charge under the Self-Paid table with the trash can icon

• Navigate to Billing Review & Signature tab
• Review charges to ensure treatment is now listed under the Insurance table (the top, unlabeled table) and not the Self-Paid table (there will not be a Self-Paid table if there are no Self-Paid charges)