Adding Insurance Codes to Session Notes

Importing Codes from a Session

By default, we'll import the default procedure code associated with your service into the new notes.

You can manage the procedure and diagnosis codes for your notes from the Procedures & Diagnoses tab:

This tab will be visible once you've added at least one procedure or diagnosis code to your notes.

Adding Codes Manually

You can manually add procedure and diagnosis codes to your notes by selecting Add insurance codes from the Fast Action Button in the bottom-right corner:

Sharing Codes with Clients

By default, procedure and diagnosis codes will be private to you. If you decide to share your notes, you can also make these codes visible to your client by enabling the Make codes visible to client option: