How to Add Client Diagnosis

Users can now add and assign client diagnoses to any active service line a client has been assigned

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

Feature	How To:	Good to Know:
Add Client Diagnosis:	On the client’s Diagnosis Page, click “Add Diagnosis” button	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:
Search for Diagnosis Code or Description	On the Diagnosis pop up, you can search by description diagnosis code, or enter a custom code	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.	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.	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.		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:
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).		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: