Line items are used to build your price list for treatments and services. They can include treatment codes, descriptions, prices, and other optional details like ICD-10 or NAPPI codes. Keeping this list up to date ensures your invoices and services are accurate across all locations.
This article covers:
How to add new line items
How to customise the columns that show on invoices
You can add line items to reflect the services your practice offers and the pricing for each.
To add a new line item:
Select +New line item
Fill in the relevant fields (leave any that don’t apply blank, such as ICD-10 code)
If your practice has more than one location, you can set pricing per location
You might notice an ICD-10 code column in your line items list. This appears because it's enabled in your invoice settings. You don’t need to fill it in.
You can control which details appear for each line item on your invoices, such as descriptions, treatment codes, NAPPI codes, or prices. You can also change the order these details appear in.
To add or reorder invoice columns:
Select Edit columns
Click +Add column to add a new one
Drag the handles on the right to change the order the columns appear in