Creating or Editing CPT Codes

Needing to adjust your CPT codes?  

TherapyAppointment offers options to manage a variety of codes:

  • Standard codes: required for billing insurance claims
  • Add-on codes: used in addition to Standard CPT codes (for insurance billing)
  • Custom codes: Unique service codes that will not be billed to insurance
  • System codes: Used for Late Cancellations and No-Show Fees
⚠️ Note: Custom Codes will not populate on Claims and Superbills

In This  Article:


CPT Codes (Practice-level)

gpp_maybe Required Role: Owner or Manager

To access and manage CPT codes at the universal, practice level:

  • Click Practice Settings (left menu)
  • Click Billing & Insurance (top tab)
  • Under the CPT Codes section → to the right of the type of CPT code you wish to set up, click Set Up

  • To add more either Standard or Custom CPT codes, at the bottom of that section click
  • An example under Custom CPT codes can be found below:

settings Once added and marked as active, enter the required details:

local_atm Usual and Customary Fee
pin Code
description Name: Visible to both staff and to clients when self scheduling
event Time Reserved: Time shown on your schedule for this an appointment
update Session Duration: Sets the default end time while charting (start time + session duration = end time)

calendar_month Online Scheudling: Means clients can select this CPT code when self scheduling
videocam Telehealth Enabled: Means clients can select this option for self scheduled telehealth appointments

  • Scroll to the bottom and click 
⚠️ Note: Custom Codes will not populate on Claims and Superbills

Custom CPT Codes (Provider-level)

gpp_maybe Required Role: Owner or Manager

To manage and customize provider-level CPT code settings, follow the same steps as above with one variation:

  • Click Practice Settings (left menu)
  • Then Billing & Insurance (top tab)
  • Scroll down to the section titled Therapist Specific CPT Codes
  • Find the therapist that's using custom codes
    • If they haven't already set them up and need to, click the button
    • If they already have them set up, click the button:

  • Proceed with the illustrated steps below (3 bullet points down):

As a Provider

gpp_maybe Required Role: Therapist → Client Financials

As a provider without owner or manager access, to manage your own provider-level CPT code settings, follow these steps:


  • Go to My Profile (left menu)
  • Under General Settings find the CPT Settings section
  • Click  (or (top right):

  • You'll then be presented with this screen, starting with Standard CPT Codes:

settings Options:

Once checked off as active, set your:

local_atm Usual and Customary Fee
pin Code
description Name: Visible to both staff and to clients when self scheduling
event Time Reserved: Time shown on your schedule for this an appointment
update Session Duration: Sets the default end time while charting (start time + session duration = end time)

calendar_month Online Scheudling: Means clients can select this CPT code when self scheduling
videocam Telehealth Enabled: Means clients can select this option for self scheduled telehealth appointments

⚠️ Note: Custom Codes will not populate on Claims and Superbills
  • To add more either Standard or Custom CPT codes, at the bottom of that section click
  • An example under Custom CPT codes can be found below:

  • Enter all the above options for it are set (broken down above), and ensure it's checked off as active or for any online scheduling you offer

  • Scroll to the bottom and click