Code bundles are snippets of code that you can add to an estimate quickly and efficiently. By utilizing code bundles, you can templatize common sets of procedures, reducing user error and saving valuable time. This article explains how to use code bundles, the differences between code bundles and estimate templates, and how to use them together for maximum efficiency.
1. How to Use Code Bundles
Create a New Code Bundle To create a new code bundle, follow these steps:
Add a Code Bundle to an Existing Estimate To add a code bundle to an existing estimate, follow these steps:
Build Estimate Templates Quickly Leverage your code bundles to build estimate templates efficiently:
2. Differences Between Code Bundles and Estimate Templates
Estimate Template
Templatizes more details in a single estimate, including:
Multi-treatments
Treatment type
Provider
Service location
DX codes, modifiers, units, and coverage
Notes
Code Bundle
Templatizes code information only, such as:
Codes, modifiers, units, and coverage
3. When to Use Each
Select an Estimate Template When:
Kicking off a new estimate to minimize errors, work faster, and support new staff
You want to templatize more details of an estimate
Creating custom templates for specific providers or service locations
Templatizing multi-treatment procedures
Automating your account by mapping estimate templates to the appointment type (Automate Tier only)
Select Code Bundles When:
Quickly adding additional codes to an estimate.
4. How to Use Code Bundles and Estimate Templates Together
Start every estimate with an estimate template. Add code bundles when there are ad hoc or unanticipated procedures. This approach ensures that your estimates are comprehensive and adaptable to any changes that arise during the estimating process.
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Suggested Next Article: Estimate Templates