Adding a diagnosis (DX) code or condition ensures that patient records are accurate and compliant with clinical and billing standards. With appointment-linked diagnoses and compliance-ready reporting, it streamlines insurance processes and contributes to more accurate, informed clinical decisions.
In this article, we will learn the following about the diagnosis (DX) code feature:
Add a DX code to a note
You can add a diagnosis to a note, too. Just follow these steps:
Go to Clients.
Click on a client.
Under their Documentation tab, select a Note.
Click Edit (pen icon) to open the note. You can expand it for better viewing.
Navigate to the DX icon from the toolbar.
Select the diagnosis from the list. You may select multiple ones. Previous diagnoses/conditions will also show up.
DX codes will appear at the bottom of the note.
Notes:
When clicking the DX code button, you may select multiple ones. Previous diagnoses/conditions will also show up.
When you hover over the DX tags at the bottom of the note, you will be able to view the descriptions.
You may also use the slash command for quick actions.
Add the last diagnosis to a new note
Go to Clients.
Click on a client.
Under their Documentation tab, select a Note.
Click Edit (pen icon) to open the note. You can expand it for better viewing.
Click on the portion of the note where you want to insert the diagnosis.
Navigate to and click Add smart data chip (circled plus icon) from the toolbar.
Select Last DX code.
It should appear within your note.
Note:
Make sure you have encoded a previous diagnosis for the insert Last DX code feature to work.
Add a condition to the client's record
You can now add a diagnosis or condition directly to the client's record. You can do this by following these steps:
Go to Clients.
Click on a client.
Under their profile Overview, navigate to Conditions.
Select '+New condition'.
Choose the appropriate diagnosis or type it in the search bar.
Complete the details.
Hit Save.
Manage conditions
You can manage diagnoses for your clients, which is important when a certain diagnosis is no longer applicable in their case. To do this:
Go to Clients.
Click on a client.
Under their profile Overview, navigate to Conditions.
Select a condition.
Edit details and set the status to either Active or Inactive.
Once you set the status to Inactive, it will be moved under the Inactive tab.
Notes:
You may set a condition to activate using the same steps above.
You can also delete a certain condition.
Our team will be available to answer any further questions you may have. Just reply via messenger through the Help channel in your workspace.