Restrict Patient Statement Creation for Inactive CPT Codes

Billing > Patient Statements > Select Charges > System Validates CPT Codes > Block if Inactive CPT Detected

The system prevents statement creation for a specific CPT if it is marked as inactive
Validation applies regardless of when the CPT became inactive (at or after charge creation).
Real-time validation checks CPT status during statement generation.
A banner message is displayed when inactive CPT codes are detected.
Statement generation remains restricted until the issue is resolved (reactivating CPT or removing the charge).

Navigate to the Patient Statement generation screen.
Select charges for statement generation.
The system evaluates all associated CPT codes.
If any CPT code is inactive:
– Statement generation is blocked.
– A banner message is displayed:
“Inactive CPT codes associated with this charge will not be included or printed on the statement.”
The user must resolve the issue by reactivating the CPT or excluding the affected charge.
Once all CPT codes are active, statement generation proceeds successfully.

Improves billing accuracy by ensuring only active CPT codes are included in statements.
Supports compliance by preventing use of inactive or invalid codes.
Reduces billing errors and rework caused by incorrect CPT usage.
Provides clear system feedback to guide users in resolving issues.
Maintains data integrity across financial documents.
Enhances operational efficiency through automated validation.