Admins can edit existing service and billing codes—even after those codes have been used in billing records. This includes updating configuration settings, names, modifiers, and group assignments.
This functionality supports compliance with state-regulated billing updates, such as rate changes, new modifiers, or revised naming conventions. Additionally, it aims to:
Maintain historical accuracy (e.g., rate updates not retroactive)
Clearly communicate changes with a preview of client and budget impact
Prevent unintended changes to historical records where not permitted
Note: See Adding Payers, Service Codes, and Budgets for step-by-step instructions on how to create a service code.
Step 1: Editing the Service Code
How to edit a service code:
Click on Finance in the left menu
Click on Codes in the left menu
Hover over the code and click Details
Click Edit Code
Update any of the following as needed:
Billing Code Name
Modifiers
Provider Identifiers
Display Name
Program Code
State
Place of Service
Description
EVV required
Billing Code Configuration settings
Click Save Changes
Note: Unit Type is NOT editable once a billing code has been created.
Step 2: Confirming the Changes
After pressing Save Changes, a Pending Changes window will appear. This window displays the original configurations alongside the proposed updates. It also includes a list of affected clients and their associated budgets, providing administrators with full visibility before confirming the changes.
Apply Changes Toggle
The Pending Changes window includes the option to Apply changes to only new billing records, which is toggled ON by default.
When left ON, updates will apply only to future billing records.
If toggled OFF, updates will apply retroactively to all historical billing records.
Whether this setting can be turned off depends on what was changed in the service code. If any billing configuration was modified, the setting cannot be disabled. In these cases, the toggle will be unclickable and you will see the following message: You edited billing configuration which cannot be applied to historical records.
Here is a summary of which changes can be applied retroactively and which cannot:
Edited Field | Able to retroactively apply? | Notes |
Name / Group / Modifier | Yes | Controlled by a toggle |
Billing Configuration (rate, rounding, etc) | No | Applies to future records only |
Unit Type | Not editable | Locked after creation |
After reviewing the pending changes, click Confirm Changes to update the billing code.
Effect on Budgets
If a name, modifier, rate, or unit value of a billing code is edited, any budget linked to that code will automatically be split.
What happens:
The original budget is archived.
A new budget is created using the updated billing code.
The new budget keeps all the same details as the original, except for the updated billing code changes.
Example
Suppose you have a billing code with a day rate of $60, and a client budget using that code that runs from July 4, 2025 to February 3, 2026.
If you update the billing code rate to $65, effective August 6, 2025, the system will:
Archive the original budget at $60/day, covering July 4, 2025 to August 5, 2025.
Create a new budget at $65/day, covering August 6, 2025 to February 3, 2026.
The updated budget with the new rate will appear in the client's profile, while the unarchived budget will remain available in the archived budgets section for historical reference.
For questions about editing service codes:
Contact your Customer Success Manager
Or email: [email protected]