How to Sort Dianosis Codes
Users can now sort diagnosis codes within the Treatment Plan tab of the session note, or the client chart Diagnosis tab.
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Adding New Diagnosis Codes to Codes & Metrics
Step 1: Navigate to Account Settings - Codes & Metrics. Step 2: Select the Diagnosis tab on the right-hand side. Then, choose +Add New Diagnosis. Step 3: Select the type of diagnosis from the dropdown or create a new type by clicking (New). Step 4: ...Adding Diagnosis Codes
STEP 1: Navigate to the “Diagnosis” tab within the desired client’s profile STEP 2: Under the Treatment Methods heading, click on the Select Diagnosis Code drop down Begin typing the code/description in the search bar If the diagnosis is not ...Setting Up the Claims Center
STEP 1: Adding providers to the Claims Center Navigate to Settings from the main menu then click Claims Center. Go to Providers & Payers tab and click on the Add Provider and/or Create Organization button(s). Add Provider - A pop-up box will then ...Adding/Editing CPT Codes
STEP 1: Navigate to the CODES & METRICS tab within the Account Settings section. STEP 2: Review the default codes (picture below) to see which ones need to be adjusted and/or added for your practice. STEP 3: You can edit the current codes to have ...Preventing Specific CPT Codes from Generating Insurance Claims
Within the CPT code settings, you can now indicate whether you want the system to prevent the creation of a claim encounter for any appointment with that code pulled through. Step 1: Navigate to Account Settings - Codes & Metrics. Step 2: Select Add ...