Changing a session charge to Zero $0.00

To change the charge for a patient session to zero $0.00, please read on for those steps. 


In this Article:


From the Schedule

Go to:

  • Schedule (left menu)
  • Click on the appointment, loading the pop up
  • Click on Billing (top tab):


  • Find the bottom section Appointment Charges and Details
  • Click the CPT Code Description shown here:


  • Under the section Charges change the unit price to $0.00
  • Clicking outside that field will automatically change the total
  • Double check the Client Responsibility section to ensure those amounts are right
  • When finished, click (bottom right)

movie Video:


From the Client Profile: Billing Tab

Go to:

  • Clients (left menu)
  • Click on the client's name
  • Click on Billing (top tab):

  • Click on the DOS or CPT Code description you wish to edit
  • Find the bottom section Appointment Charges and Details
  • Click the CPT Code Description shown here:


  • Under the section Charges change the unit price to $0.00
  • Clicking outside that field will automatically change the total
  • Double check the Client Responsibility section to ensure those amounts are right
  • When finished, click (bottom right)

movie Video: