Adding Diagnosis Codes for a Patient

Overview

Cases allow you to create more than one set of diagnosis codes for your client.  

For example, you may be seeing a client/patient for more than one injury, and you need to have a different set of diagnosis codes show up on the claim form depending on the injury you are working on.

Adding diagnosis codes (cases) for a client

You can add/edit your diagnosis codes and cases for a client on the add/edit client form. When adding or editing a client, the cases are displayed at the bottom right of the Demographics & Ins screen.

1. Click the blue pencil next to the case you wish to edit the diagnosis codes for.
2. Enter diagnosis codes into the Diagnosis Code boxes. You must enter diagnosis codes in order. The primary diagnosis should go into text box 1. Do not enter a diagnosis into text box 2, without first entering a diagnosis code in text box 1. If this is the only set of diagnosis codes needed for this client, then you can stop there.
3. Click the Update. The diagnosis codes will show up on the CMS-1500 claim form.

ICD-9 and ICD-10 Codes

For now, you are still able to add either ICD-9 Codes, ICD-10 codes, or both. For more information about the ICD-10 codes, see Dual ICD-9 & ICD-10 Diagnosis Codes. 
 

Additional Cases

If you need to add additional sets of diagnosis codes, click Add Case. A form will appear asking you to enter a case name and diagnosis codes. 

Edit or Delete Cases

You can edit a case by clicking the pencil icon next to the case listed, or you can delete a case by clicking the trashcan icon next to the case. 

❗Important:  You cannot delete a case that has active sessions in your schedule assigned to it.