Add Diagnosis and CPT codes to a Professional Claim

Follow the steps below to add Diagnosis and CPT codes to a professional claim.

  1. Select Claim > Claim.

  2. Use the Search field to search for your claim. 

    Check the “Show exact matches only” box to search for exact matches or “Show unpaid claims only” to show claims that may need follow-up.

  1. Open the claim.

  2. Click the Charges tab.

  3. Enter at least one Diagnosis code in ICD A field. Or search for a diagnosis code from your list by clicking the icon.

    Need to make another Diagnosis code the primary (first)?  Right-click any of the ICD codes and select “Set as primary diagnosis.” to update it on the claim.

  4. Enter the charge information (e.g., Date of Service, CPT, POS, TOS, Modifiers, Unit Price, DX Pointers, Unit Price, and Units).

    Copy a charge row by Right-Clicking on the charge line and selecting “Copy Charge.” This will duplicate your line charge information including codes, modifiers, drug info, price, etc. 

  5. Use the Status drop-down menu to choose from one of the statuses by referencing the status descriptions below.

  6. Click the Other hyperlink to enter additional information related to the claim, such as service information (e.g., drug information, measurements, DME (CMN) forms, and chiropractic information). 

  1. Click Save.