How to link client-specific ICD-10 codes to invoices on Bookem

Bookem offers a convenient feature that automates the inclusion of ICD-10 codes on invoices.

How to add ICD-10 codes to a client's profile

By linking specific codes to individual clients, Bookem ensures that the correct ICD-10 code is automatically used whenever you generate an invoice for that client.

Here's how:

• Go to Clients > Profile Fields

• Click the 'Add field' button at the bottom of the page or the '+' buttons between existing fields

• Now, choose the field type called Tags

• Rename the label to 'ICD-10 code'

• Now, select the list source as Data list, and select the ICD-10 Code Data List from the drop-down menu

• Now, go to the client's profile

• In the client's profile, select the ICD-10 code that applies to them

  

• Now, when you create an invoice, the ICD-10 code(s) you associated with the client will be automatically populated on the invoice (see below):

Learn more:

• Generating an invoice in Bookem

• How to customise invoices

• How do I add new products, services and/or codes to my price list?