There are several options to configure the frequent codes of a provider.  


Option #1

  • Click on the QuickLinks text, located at the top of the screen. 
  • Select the Settings option. 


  • The following screen will be displayed: 


  • Click on the General button and select the Staff & Providers option.  


  • The following screen will be displayed:  


  • Select the provider, to which you want to configure the frequent codes, when closing a progress note. 

  • Once selected, press the Close PN Codes button located at the top of the screen.

  • The following screen will be displayed:

  • Search for the code(s), which you wish to add as frequent codes. 
  • Once selected, press the Add button located at the end of the code. 


  • It will automatically be displayed in the frequent codes section.  


  • Once all the frequent codes are added to the supplier, press the Save button. 
  • You will need to restart the system, so that they will be displayed, when you close the progress note. 
  • Once you have restarted the system and are going to close the progress note, press the Frequent Procedures button located at the top of the screen.


  • The following section will be displayed:


  • Select the procedure code(s) you wish to add to the progress note.


  • Once you have selected the frequent procedure code(s), press the Apply button.


  • They will automatically be displayed in the Encounter Procedures section. 


Option #2

  • Click on the QuickLinks text, located at the top of the screen. 
  • Select the Staff and Providers option.


  • The following screen will be displayed: 


  • Select the provider, to which you want to configure the frequent codes, when closing a progress note. 

  • Once selected, press the Close PN Codes button located at the top of the screen.

  • The following screen will be displayed:


  • Search for the code(s), which you wish to add as frequent codes. 

  • Once selected, press the Add button located at the end of the code. 


  • It will automatically be displayed in the frequent codes section.  


  • Once all the frequent codes are added to the supplier, press the Save button. 
  • You will need to restart the system, so that they will be displayed, when you close the progress note. 
  • Once you have restarted the system and are going to close the progress note, press the Frequent Procedures button located at the top of the screen.


  • The following section will be displayed:


  • Select the procedure code(s) you wish to add to the progress note.


  • Once you have selected the frequent procedure code(s), press the Apply button.


  • They will automatically be displayed in the Encounter Procedures section. 


Option #3

  • Press the Settings button in the main menu. 


  • The following screen will be displayed: 


  • Click on the General button and select the Staff & Providers option.  


  • The following screen will be displayed:  


  • Select the provider, to which you want to configure the frequent codes, when closing a progress note. 

  • Once selected, press the Close PN Codes button located at the top of the screen.

  • The following screen will be displayed:

  • Search for the code(s), which you wish to add as frequent codes. 
  • Once selected, press the Add button located at the end of the code. 


  • It will automatically be displayed in the frequent codes section.  


  • Once all the frequent codes are added to the supplier, press the Save button. 
  • You will need to restart the system, so that they will be displayed, when you close the progress note. 
  • Once you have restarted the system and are going to close the progress note, press the Frequent Procedures button located at the top of the screen.


  • The following section will be displayed:


  • Select the procedure code(s) you wish to add to the progress note.


  • Once you have selected the frequent procedure code(s), press the Apply button.


  • They will automatically be displayed in the Encounter Procedures section. 


Option #4

  • Go to the Billing screen. 
  • Press the Settings button, located at the top of the screen. 
  • Select the Staff and Providers option.  


  • The following screen will be displayed: 


  • Select the provider, to which you want to configure the frequent codes, when closing a progress note. 

  • Once selected, press the Close PN Codes button located at the top of the screen.

  • The following screen will be displayed:

  • Search for the code(s), which you wish to add as frequent codes. 
  • Once selected, press the Add button located at the end of the code. 


  • It will automatically be displayed in the frequent codes section.  


  • Once all the frequent codes are added to the supplier, press the Save button. 
  • You will need to restart the system, so that they will be displayed, when you close the progress note. 
  • Once you have restarted the system and are going to close the progress note, press the Frequent Procedures button located at the top of the screen.


  • The following section will be displayed:


  • Select the procedure code(s) you wish to add to the progress note.


  • Once you have selected the frequent procedure code(s), press the Apply button.


  • They will automatically be displayed in the Encounter Procedures section. 



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