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How to add diagnostic codes provided by a referring Health Care Provider

Diagnostic codes provided by a Health Care Provider are associated to a Case

To add diagnostic codes to a case:

  1. Click on the Case tab. (See View an existing case)
  2. In the Referral* section of the Case tab, set Referral Source to Health Care Provider.
  3. Under Referring Health Care Provider Diagnosis, enter the ICD codes provided by the referring health care provider

* If you do not see a Referral section in the Case tab, check out Customizing Screens for All New Clients, Cases or Sessions to find out how to add that section to your Case tab.

See also