Admins have the ability to edit existing service codes, including updating configuration settings, names, modifiers, and group assignments. The only field that cannot be changed after a code is created is the Unit Type.
Service codes may be updated even if they have already been used in billing records.
This functionality supports compliance with state-regulated billing updates, such as rate changes, new modifiers, or revised naming conventions.
Note: See Adding Payers, Service Codes, and Budgets for step-by-step instructions on how to create a service code.
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
Make the necessary changes
Click Save 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.
The Pending Changes window also 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 modified in the service code. If any part of the billing configuration was changed, the setting cannot be disabled. The toggle will be unclickable and you will see the following message: You edited billing configuration which cannot be applied to historical records.
After double checking the pending updates, click Confirm Changes to update the billing code.
Effect on budgets
If a code name, modifier, rate, or unit value is updated, 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]