There are several options to configure frequent codes to be used when closing the progress note. 


Option #1

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


  • The following screen will be displayed: 


  • Perform the code search in the Search field.


  • Once you have searched for the codes, press the Add button, located at the end of the diagnostic code description. They will automatically go to the Frequent Codes section. 


  • Once you have configured all the frequent codes, press the Save button, located at the top of the screen. 

Note: You will have to restart the system to display the configured frequent codes. 


  • Once you have restarted the system, proceed to close the progress note and press the Frequent Procedures button, located at the top of the Close Encounter screen.


  • The following screen will be displayed: 


  • Select the code you wish to add and then press the Apply button. 


  • It 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 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 will configure the frequent codes.
  • Once selected, press the Close PN Codes button, located at the top of the screen. 


  • The following screen will be displayed: 


  • Perform the code search in the Search field.


  • Once you have searched for the codes, press the Add button, located at the end of the diagnostic code description. They will automatically go to the Frequent Codes section. 


  • Once you have configured all the frequent codes, press the Save button, located at the top of the screen. 

Note: You will have to restart the system to display the configured frequent codes. 


  • Once you have restarted the system, proceed to close the progress note and press the Frequent Procedures button, located at the top of the Close Encounter screen.


  • The following screen will be displayed: 


  • Select the code you wish to add and then press the Apply button. 


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


Option #3

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


  • The following screen will be displayed: 


  • Perform the code search in the Search field.


  • Once you have searched for the codes, press the Add button, located at the end of the diagnostic code description. They will automatically go to the Frequent Codes section. 


  • Once you have configured all the frequent codes, press the Save button, located at the top of the screen. 

Note: You will have to restart the system to display the configured frequent codes. 


  • Once you have restarted the system, proceed to close the progress note and press the Frequent Procedures button, located at the top of the Close Encounter screen.


  • The following screen will be displayed: 


  • Select the code you wish to add and then press the Apply button. 


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


Option #4

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


  • The following screen will be displayed: 


  • Perform the code search in the Search field.


  • Once you have searched for the codes, press the Add button, located at the end of the diagnostic code description. They will automatically go to the Frequent Codes section. 


  • Once you have configured all the frequent codes, press the Save button, located at the top of the screen. 

Note: You will have to restart the system to display the configured frequent codes. 


  • Once you have restarted the system, proceed to close the progress note and press the Frequent Procedures button, located at the top of the Close Encounter screen.


  • The following screen will be displayed: 


  • Select the code you wish to add and then press the Apply button. 


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



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