Including multiple diagnoses on claims and superbills

Claims and superbills can support multiple diagnosis codes for a client. This can be useful if you’ll need to report a client’s multiple diagnoses to their insurance payer.

In this guide, we'll cover:

• Enabling multiple diagnosis codes in your account
• Assigning multiple diagnoses to a client

Enabling multiple diagnosis codes in your account

Before claims and superbills can reflect multiple diagnosis codes, you’ll need to enable them in your account. To do this:

1. Navigate to Settings > Client billing and insurance > Insurance billing
2. Scroll down to Claims and superbill settings
3. Check the Include multiple Diagnosis Codes box

4. Click Save changes

Assigning multiple diagnoses to a client

Once multiple diagnosis codes are enabled, you can add additional codes to a client’s existing diagnosis and treatment plan, or create a new one.

To create a new diagnosis and treatment plan with multiple codes:

1. Navigate to the client's Overview page
2. Click New > Diagnosis and treatment plan
3. Select the appropriate diagnosis code from the dropdown menu
4. Click the + sign next to the diagnosis code you selected

5. Select another diagnosis code from the dropdown menu
6. After all relevant diagnosis codes have been added, click Save

Note: For further information on adding diagnosis codes and treatment plans, see Adding diagnosis and treatment plans.

To add additional codes to an existing diagnosis and treatment plan:

1. Navigate to the client's Overview page
2. Click the Diagnosis and treatment plan you’d like to edit
3. Click the pencil icon

4. Click the + sign next to the existing diagnosis code
5. Select another diagnosis code from the dropdown menu
6. Click Update

Important: If the plan is locked, you can unlock it to make your changes. For more information on unlocking diagnosis and treatment plans, see Signing a diagnosis and treatment plan.

Assigning multiple diagnosis codes to a client won’t change any of their existing claims or superbills. If you’d like the codes to appear on a claim or superbill that was created before the diagnoses were assigned, you can delete the document and recreate it after assigning the diagnoses to the client. For more information, see Resolving claims submitted incorrectly and Updating information on a superbill.