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To learn more check out the video tutorial and our step by step how-to below:

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Feature

How To:

Good to Know:

Add Client Diagnosis:

On the client’s Diagnosis Page, click “Add Diagnosis” button

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  •  A funder and service line must first be assigned to the client before adding the diagnosis. Adding Funders to a Client Profile

  • If a Client does not have a funder with Service Line(s) entered, then a diagnosis cannot be added:

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Search for Diagnosis Code or Description

On the Diagnosis pop up, you can search by description diagnosis code, or enter a custom code

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  • All ICD-10 diagnosis are available to search and matching results will display when you type into the search field.

  • If adding a custom code, remember to check the ‘add custom’ box.

  • After adding a custom code, these will also display as values in the pull down along with any ICD-10 codes

  • Options for Service Lines will display based on the service lines added to the client’s funder(s).

Assign a diagnosis to active Service Lines

Once you have entered a diagnosis name/code and selected at least one Service Line

Click ‘submit’ to save the diagnosis to the client.

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Users can also select multiple service lines to add the same diagnosis.

Add a Custom Code

Type the name of the custom diagnosis, and check ‘Add Custom’ box, select related Service Lines & Submit.

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  • Currently a custom code can be up to 20 characters.

  • Any code, custom or ICD-10, can only be added to a Service Line once.

The Client Diagnosis page defaults to only active diagnosis, but when “show inactive” is checked, inactivated diagnosis can be reviewed, edited, reactivated.

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Inactive diagnosis codes cannot be added to new authorizations.

Inactive diagnosis codes that were previously added to authorizations will present with a warning when running the Billing Export:

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Once a diagnosis is saved to the client’s profile, they will be visible per service line. You will have the option to edit (pen icon) or delete (trash can icon).

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You will only be able to delete a diagnosis that is not attached to an authorization. You will receive a pop up warning if trying to delete a diagnosis that is attached:

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