Diagnosis codes are frequently populated on an invoice as part of exam workflow. As long as the invoice remains open, additional changes can be made freely. This tutorial will explore ways to add, edit, and/or remove diagnosis codes and modifiers on an open invoice.
Select an Invoice
In the Patients tab, look to "Invoices" toggle in the information box near the bottom of the general summary. Click the number of any existing invoice that you would like to work with:
Review Existing Codes
ICD-10 codes appear above the "Invoice Items" field, formatted with an alphabetic order (A, B, C, etc) and alphanumeric identifier. To change an existing code and/or add a new one to the invoice, click on a code or "Edit Pointers":
The Diagnosis Codes & Modifiers menu panel will open from the right hand side of your screen. To change the code that appears in the "A" pointer column, click the "x" and then use the drop-down menu or text search to choose a new item. To add an additional ICD code, proceed to the "B" pointer column and make a new selection. Arrange the codes to each corresponding pointer column as necessary. When finished, click "Save":
Success!
The new code is now reflected on the invoice. Assign codes and pointers to any line item that's billed to insurance on the invoice:
