Connect and Coach allows you to classify educational sessions as billable and non-billable. To configure these settings:

Configuring Session Billing

Select Patient
  1. Click the Program tab.
  2. Click Session Billing.

The Session Billing Configuration screen is divided between Billable Subsessions and Non-Billable Subsessions. In each section, you can add, update or delete a subsession.

Adding a New Billable Subsession

To add a new billable subsession:

Add New Subsession

Add New Billable Subsession
  1. In the Billable Subsessions section, click Add New Subsession.

The Add Billable Subsession screen opens.

Add Billable Subsession

Add Billable Subsession
  1. Enter a Subsession Name. The subsession should have a unique, descriptive name.
  2. Select a Subsession Format from the drop-down list. The options are Group or 1:1.
  3. Enter the CPT Code for the subsession.
  4. Enter the duration of the subsession in the Subsession Time Units per Unit field.
  5. Select a unit of time from the Subsession Time Units drop-down list. The options are Minutes or Days.
  6. Enter a price in the Subsession Price per Unit field.
  7. Click Save Changes.

New Billable Subsession Added
The new billable subsession appears on the Session  Billing Configuration screen in the Billable Subsessions section. You may update or delete any of these entries by clicking on the Update or Delete icons.

Adding a New Non-billable Subsession

To add a new non-billable subsession:

Add Non-Billable Subsession

Add New Non-billable Subsession

In the Non-billable Subsessions section, click Add New Subsession.

The Add Non-billable Subsession screen opens.

Add Non-Billable Subsession Screen

Add Non-billable Subsession
  1. Enter a Subsession Name. The subsession should have a unique, descriptive name.
  2. Select a Subsession Format from the drop-down list. The options are Group or 1:1.
  3. Enter the duration of the subsession in the Subsession Time field. Check the box to specify a fixed time interval if desired.
  4. Enter a Subsession Out-of-pocket Fee. This is the price the patient will pay for the session.
  5. Click Save Changes.

Non-billable Subsession Added

The new non-billable subsession appears on the Session Billing Configuration screen in the Non-billable Subsessions section. You may update or delete any of these entries by clicking on the Update or Delete icons.