Submitting claims that populate diagnosis in new treatment plan instead of deleting original one

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Lydiamor Tourino

• January 06, 2021 03:16

Hi, I wanted to ask how people worked around having a new treatment plan for new issues rather than deleting their existing ones. I notice when I add a new treatment plan with a new diagnosis it does not populate the new diagnosis on the claims I am creating to submit for insurance. There is no option to have the new diagnosis auto-populate rather than the first one. Thank you and hope to hear back soon!

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  Ruth

  • January 11, 2021 21:40

  Hi Lydiamor, if you backdate the diagnosis to before the sessions it should apply to, then the claims for all sessions held after the diagnoses' timestamp will have the correct diagnoses. From the client's Overview page, click on the new diagnosis to edit it and change the date! 

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  Lorrie A. OBrien

  • June 26, 2021 18:27

  Thanks Ruth. I'll try this!

   

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