Diagnosis Details (Client Profile, Charting & Claims)
Document a client's diagnosis and CPT codes once, whether in a charting note, a Superbill, or a CMS 1500 claim, and have it sync everywhere else. Diagnosis fields render as searchable drop-downs in the Form Builder, support multiple diagnoses with one marked billable, and drive Diagnostic Pointers on claim lines. Once entered anywhere, the details automatically populate the Client Profile and future claim forms.
Built by Core Engineering
The problem it solves
Diagnosis and CPT code information is easy to lose consistency on when it has to be re-entered separately in a charting note, a Superbill, and a CMS 1500 claim for the same client. Diagnosis Details solves this by letting the information be captured once, in whichever surface is most convenient, and syncing it everywhere else it's needed.
What's included
- Diagnosis field addable to any charting template from the Client Info question bank
- Searchable drop-down selection for diagnosis and CPT codes, with the ability to mark frequently used ICD-10 codes as favorites for faster selection
- Support for multiple diagnoses per client, with one marked billable per claim
- Diagnostic Pointer support on claim billing items, referencing up to four diagnosis codes in order of importance
- Automatic two-way sync between charting, claim forms, and the Client Profile
How it works
A provider adds the Diagnosis field to a charting template from Forms > Form Builder > Client Info, then selects that template when charting a client; the field renders as a searchable drop-down. Diagnosis and CPT information entered in a charting note, a Superbill, or a CMS 1500 claim automatically syncs to the Client Profile, and populates automatically on that client's subsequent claim forms. A client can have multiple diagnoses on file, but each claim marks only one as billable, and up to four Diagnostic Pointers can be added per billing item to indicate which diagnosis code a billed service relates to, ranked by importance. If a needed ICD-10 code isn't found in search, an admin can request it be added to Healthie's code library.
Diagnosis Details lets providers document a client's diagnosis and CPT codes once, whether through a charting note, a Superbill, or a CMS 1500 claim, and have that information sync across the Client Profile and future claim forms. It's built for practices that bill insurance and want diagnosis and billing data entered a single time rather than re-keyed on every claim. The Diagnosis field can be added to any charting template from the Client Info question bank in the Form Builder, rendering as a searchable drop-down; multiple diagnoses can be added for a client, though only one is marked billable per claim. Diagnostic Pointers on a claim's billing items reference which diagnosis code the billed service relates to, in order of importance.