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How to set up appointment types

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Written by Brandon Terry

TL;DR: Appointment types define the services you offer (like evaluations vs. ongoing sessions) and control session duration, default rates, and CPT codes for billing.

What are appointment types?

Appointment types describe the different kinds of sessions your practice provides. Common examples include:

  • Evaluations — initial assessments with longer durations

  • Ongoing sessions — regular treatment appointments

  • Special services — specific types of therapy or consultations your practice offers

Why appointment types matter

Getting your appointment types set up correctly has a big impact on two key areas:

Scheduling: Each appointment type has a set duration (e.g., 45 minutes for an evaluation), which determines how appointments appear on your calendar and how availability is calculated.

Billing: Appointment types can include default session rates and CPT codes. When you create a session using that appointment type, the rate and codes automatically flow in — no manual entry needed. This makes super bills and invoices faster and more accurate.

How to create an appointment type

  1. Go to Settings in the Village provider portal at portal.village.health.

  2. Select Appointment Types

  3. Click Add Appointment Type

  4. Enter the name (e.g., "Evaluation" or "Speech Therapy Session")

  5. Set the duration (e.g., 45 minutes)

  6. Enter your default session rate (e.g., $250 or $400)

  7. Add any default CPT codes for automatic billing

  8. Save your appointment type

FAQ

Can I have different rates for the same service type?
Yes — create separate appointment types for each rate. For example, "Evaluation (Insurance)" and "Evaluation (Private Pay)" with different rates.

Do CPT codes automatically appear on invoices?
Yes. When you add default CPT codes to an appointment type, they automatically populate on super bills and invoices for sessions using that type.

Can I edit an appointment type after creating it?
Yes. Go to Settings → Appointment Types, click on the type you want to modify, and update the details.

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