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Charge Summary: Features

The Charge Summary section of the note allows you to easily include CPT® Codes on your documentation. With the addition of automatic modifiers, concurrent treatment options, and prioritization, you can be very specific and very accurate with your charges.


  • The 59 Modifier will be automatically applied to all CCI Edit pairs for all Non-Medicare insurance payers with the Apply CCI Edits setting enabled in their Insurance Settings. You will be unable to de-select these modifiers from the Modifier drop-down. For Medicare insurance payers you will need to attest the CCI Edit pairs are correct and meet CCI edit rules.

  • Therapy modifiers (GP, GN, or GO) will be automatically applied to CPT codes if the patient's insurance has Apply Therapy Modifiers selected in their insurance settings. The discipline of the case therapist will determine which modifier is applied. You will not be able to de-select these modifiers.
  • If the payer on the patient's case has Additional Modifiers designated in Insurance Settings, these modifiers will be available for selection in the SOAP 2.0 Charge Summary.

Custom CPT® Codes

Therapists can add CPT® Codes on the Charge Summary.

  • Designate custom codes as an Untimed Procedure or a Direct Timed Procedure. Direct Timed Procedure codes will ensure you remain in compliance with payers that enforce the 8-Minute Rule and Rule of 8's.
  • The appropriate GP/GN/GO modifier will be automatically applied to Custom CPT® Codes.

Adding Comments to CPT® Codes

Therapists can now add comments to individual CPT® Codes on the Charge Summary.

  • Use the (...) to Add Comment to a specific CPT code in order to clarify why the CPT code is being used.
  • CPT Code comments will carry forward from note to note. They will appear on the finalized note in the Charge Summary section.
  • Comments will not be sent to the billing integration.

Charge Prioritization

  • SOAP 2.0 automatically prioritizes CPT® Codes available for selection in the drop-down based on your selected Planned Procedures. 
  • You can use the (...) to Move Up/Move Down in order to manually re-order charges. Manually re-ordering charges is valuable for payers who reimburse on a sliding scale based on code positioning, i.e. the insurance pays 100% of Code #1, 85% of Code #2, 50% of Code #3, etc.  

Untimed Codes

Untimed Codes default to 1 unit and cannot be updated. This ensures you won’t accidentally bill two units of an Untimed CPT® Code. 

CO/CQ Modifier Functionality

CMS requires modifiers to be applied to services provided by a PTA or OTA for patients with Medicare as the primary or secondary insurance. We’ve designed the Charge Summary to be fully compliant with this Medicare requirement. 

  • Modifiers are automatically included for each CPT® Code added by an assistant prior to forwarding or finalizing the note (by default for Medicare Patients or any payer with the Assistant Modifier payer setting).
  • Modifiers cannot be removed by assistants, but can be removed by the supervising therapist when cosigning.
  • Direct Time CPT® Codes can be split, allowing you to allocate specific units to the therapist or the assistant.  

Click here to learn more.

8-Minute Rule and the Rule of 8s

Both the Medicare 8-Minute Rule and the Rule of 8s have been included in the Charge Summary and will be used to help you calculate allowable units for Direct-Time Codes. In instances where primary and secondary payers have conflicting rules, you can choose to defer the Primary payer’s rules or the 8-Minute Rule. 

Concurrent Treatment

Use the Concurrent Treatment checkbox to indicate that a set of untimed codes were done concurrently.

For example, we want to document that 97014 and 97010 were administered together for 15 minutes. When we add in each of the codes and the time, our Total Minutes field is 30. By checking one of the Concurrent Treatment checkboxes, we can see that the Total Minutes field accurately reflects 15 minutes. Important: Do not check both Concurrent Treatment boxes. This will cause your Total Minutes to display as 0.  

Charge Summary: Carry Forward Functionality

CPT® Codes added to the Charge Summary section of the patient’s note will carry forward onto subsequent notes with a few key exceptions. Click here to learn more.

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