To ADD a New CPT code to your Existing Price List, please follow these instructions below, after you have created your new CPT Code buttons.
If you have not added your new CPT Code buttons to CoAction yet, please follow the instructions on this article before moving forward. Click Here
Step 1:
Go to Admin in your software toolbar
Step 2:
Select Price List
Step 3:
Make sure you are looking at the Correct Price List that you are wanting to add the new CPT code to and select ADD CPT button
Step 4:
Search the New CPT code.
Once you see the new CPT code and description you created, select to highlight and press SAVE
Step 5:
Scroll to the bottom of your Price List to find the new code.
Add in all the necessary info for your new CPT code, remembering to backdate the Start Date for your CPT code if necessary and SAVE
(The Start Date selected should be, BEFORE the first date of service you are wanting to apply the CPT code to)
*IF you have Fee Schedules created for your Insurance Payer Allowed Amounts you will need to add this new code to all necessary fee schedules. Please go to Admin>>Fee Schedules>> Select proper payer>> Select correct Fee Schedule from the drop-down and follow the same steps above to ddd the CPT code and add in the New Allowed Amount.
- Support Information -
If you have any questions or need assistance with this process please contact
Support by:
Live chat: Click the 'Support Portal' button in your main toolbar (on left-hand side) within Katana, click the green 'Support' box in bottom right of screen.***This has the fastest response time***
Phone: 909-378-9514
Email: support@coactionsupport.com
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