Adding a Diagnosis to a Superbill

This article will walk you through adding a diagnosis from a client's profile.  

Follow these steps to ensure that the diagnosis will appear on any billing documents:

1) Go to Client Overview page > +Create > Diagnosis and Treatment Plan

2) Add the client's diagnosis 

Note: Make sure that the date of the diagnosis is set prior to the appointment date.

3) Click Save Diagnosis & Treatment Plan

4) Now you can create the superbill.  Click here to read how

Important Details:
In order for the diagnosis code to show, it needs to be dated previous to when the appointment occurred.  When you edit the diagnosis, you will have the option to edit the date (see below) 


If the appointment was on 6/1/17 at 4pm, the Diagnosis will need to be dated at least 1 minute prior (6/1/17 at 3:59 pm) for the appointment to show up on a Superbill or note. 

Note: You can add multiple diagnoses if needed. To learn how, see this guide: How do I include multiple diagnoses on claims/superbills?



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