Step 5 — Billing Codes
Turn the session into a billable record. This step is optional: with no codes selected the footer reads Skip & Continue.
Select CPT Codes
- The list is filtered to your discipline (derived from your NPI taxonomy: RD, SLP, MD, etc.), with an All codes toggle and a Common filter.
- Per selected line: units and unit charge. Untimed codes lock units at 1 ("This code bills one unit per day, whatever the session length").
- Codes come from the built-in catalog; see CPT & ICD-10 library. Free-text custom codes aren't supported.
ICD-10 diagnoses
- Search and select from the catalog; amber stars mark commonly used codes.
- Some codes carry a Requires referral badge (diagnoses RDs can't make independently).
- Diagnosis pointers on the claim are derived automatically from the order of your ICD-10 list.
- A claim can't be generated without at least one diagnosis.
Visit Setting
- Place of service: telehealth, office, home, and other standard codes
- Telehealth modifier: 95, 93, GT, GQ, or "None, this was in person"
- Therapy plan of care: GN, GO, GP, or none
Modifiers apply to the session, not per line.
Billing Summary
Selected services with units, charge per unit, line totals, and estimated total, plus a verify-before-submitting disclaimer.
Documents
Superbill and CMS-1500 Claim generate right here, each with Download and Save to Cloud. Details: Billing & documentation.
Common pediatric nutrition code combinations coming soon.
Step 6 — Summary
Review everything and sign. This step unlocks once the Notes step has a clinical note.
What you can do here
| Action | Notes |
|---|---|
| Download PDF Summary | The full session record: patient and session info, intervention notes, ADIME/SOAP note, goals, nutrition planning, meal plan, patient notes, and billing codes |
| Preview & Send Email | Emails the family a session recap (subject "Summary of your session"). Requires a patient note from Step 2 |
| Sign & finalize | Locks the session |
Superbill, CMS-1500, and the Meal Plan PDF are generated in their own steps (5 and 4) and remain available from the signed session page.
Signing
To sign, the session needs a date, type, start and end time, and at least one clinical note (intervention or ADIME/SOAP). Goals, billing, and the transcript never block signing.
After Sign & finalize:
- The session locks ("Session signed and locked"). Statuses: Draft → Signed, and Amended if you later add an addendum.
- Connected families see the results in their app: "The meal plan and nutrition goals appear in their mobile app. Session notes and recommendations become visible to them."
- Later changes go through addendums or an unlock with a typed reason: Editing a past session.