One of the most significant updates to invoices regards actions that can no longer be completed once an invoice reaches “Posted” status. For example, the Procedure/Product Code field becomes locked once the invoice is posted, which means users are no longer able to directly make changes to those selected billing codes on that invoice:

However, this does not mean that codes can no longer be changed for the purpose of billing to insurance payers. Rather, users will instead have to make such changes directly on the accompanying insurance claim before submitting it to the payer.

Note: Codes cannot be edited once the insurance claim has been submitted. If you need to edit a code on a claim that has already been submitted, simply cancel and then re-create the claim instead.

To find the correct Insurance claim, users can look to the Patients > Summary > Transactions tab:

Alternatively, use the Claims > Tracking sub-tab to search for the claim by invoice number:

Scroll to box 24 of the open claim to view each line item or items require a different CPT or Diagnosis code, then click “Edit”:

Next, click the Pencil icon in the CPT/HCPS field or Diagnoses code fields as needed to open the editing menu:

Make any changes as needed, then click save:

After receiving a confirmation that the claim has been successfully saved, you will now see any changes made there reflected on the updated insurance claim and on the original invoice. These steps can be repeated to change any other line items, CPT, and/or Diagnoses codes as necessary.