Add Diagnosis Codes

Add a Diagnosis Code

Before adding a new code, we recommend checking your list to verify the code doesn't already exist. Follow the steps below to add a Diagnosis Code.

  1. Select Customer Setup > Codes... > Diagnosis Codes.

  2. Click the New Diagnosis button. 

  3. Add the code (numbers and/or letters) in the Code field.

  4. Use the Code Type drop-down menu to select the type of diagnosis code.

  5. Write the code Description.

  6. Select an Effective/Termination Dates for reporting and tracking purposes only.

  7. Optional: Place a check in the Print Code on Superbill and add a Superbill description

    Superbill Options configured within this section only apply to Text-Based or CMD Default Superbills.

  1. Click Save.


Add a Diagnosis Code from the Master List

Follow the steps below to add a Diagnosis Code from the master list.

  1. Select Customer Setup > Codes... > Diagnosis Codes.

  2. Click the Add From Master List button. 

  3. Once the Master ICD Selection window opens, enter your Search Criteria.

    1. Use the Select ICD version to display drop-down to menu to select the diagnosis code version to display.

    2. Use the Select Range to display drop-down menu to select the diagnosis code category you are looking for, or leave it set to All Codes.

    3. Enter Code to Search For: Use this field to type in the code you would like to add, if known. 

    4. Enter Keyword to Search For: Use this field if you're unsure of the exact code, but know what the description contains or a related keyword. 

    5. Use the Order Results By drop-down menu to order your search results by description or code

    6. Click Search.

  1. Place a check in the box(es) under the Selected column for the code(s) you want to add. 

  2. Click the Add button.

  3. Click OK when the confirmation "All records inserted." displays.

Diagnosis Code Field Descriptions

Required fields are indicated in red. 

  • Code: Enter the ICD code (numbers and/or letters).

  • Code Type: Select the type of diagnosis code (ICD-10 or ICD-9). 

  • Effective Date: Effective code date for reporting and tracking purposes only.

  • Termination Date: Termination code date for reporting and tracking purposes only.

  • Superbill: Configure Superbill options (Enable code to print on superbill and enter code description that will reflect on the superbill).