Users with full access can set up their most commonly used diagnosis codes as favorites to aid in efficiency when creating new invoices.
![]() 1. To get started, you have to go to the Invoice section of any patient. You can either: a. Click on the name of a patient from the Appointment Calendar. b. Search the name of a patient using the Search box on the top navigation bar. | ![]() |
![]() 2. You will be redirected to the Patient Profile. Click on Patient Billing. | ![]() |
![]() 3. In the Patient Billing window, click on any Invoice. The Invoice page opens. | ![]() |
![]() 4. Under the Diagnosis section, click Manage Fav.' My Favorite Diagnosis Codes' pop-up box opens. | ![]() |
![]() 5a. Enter the 'New Fav Name' in the box. b. Click ‘Add New’ to add Fav Name to your favorites. For example, to create Back Pain related ICD-10 code favorites, type 'Back Pain' in the box and then click 'Add New '. You will get a message "New Favorite has been added." Starting adding your Diagnosis. | ![]() |
![]() 6. To add diagnosis codes to the favorite you created, follow these steps: a. Enter the first few characters of a code number or description. b. Our software will auto-populate* a list of possible matches below the Diagnosis Code field. Scroll down if necessary to view more. *Note: The auto-populated diagnosis code list shows your Favorite Category in dark red color which is bolded and underlined; favorite code in blue color; standard ICD-10 codes in black color; and any inactive code in red color with "| inactive" written after the code. Once you locate the desired code in the list, click on it to select the code. c. Click the ' + ' icon to add the selected diagnosis code to your diagnosis favorite. Continue the above steps to add more codes to your ICD-10 Code Favorite Category. |
![]() 7. Once you add ICD-10 codes to your Favorite Category, close the window. Your Favorite Category is ready. Now, if you want to add the favorite category codes to an invoice, click on "Select Fav", a drop-down menu will open. Click on the Favorite Category you created. All the ICD-10 codes will appear in the Diagnosis section. You can rearrange or delete any code if you wish. |