How do I Edit a Modifier, POS, or CPT Code on a Specific Appointment?

Need to change core details about an appointment?

For example: does the GT modifier need to be added for telehealth, or do you need to change a CPT code from 90834 to 90837? Do you need to change the POS code to 02 for telehealth?

Below shows you how to locate and edit a modifier, POS, or CPT code on a claim for a client.

Editing a Service Modifier, POS, or CPT Code:

  • Click Clients (left menu)
  • Click on the name of the client, loading their profile
  • Click Billing (top tab)
  • Click on the desired Date of Service
  • Click on the CPT Code Description:


Make your corrections as needed:

  • CPT Code (top):


  • POS Code or Modifier (bottom):

  • Click when finished (bottom right)
  • Then click the Claim tab (top):


  • Click (top right) → then
  • Review the claim to ensure everything is correct, when done click (top right)

info These options are edited on a per appointment / claim basis.

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