Description: In this topic, the user will learn how to add a diagnosis code to a client profile. The diagnosis code is an ICD-10 or other code type that enables the client's eligibility for service, as required by some funding sources.
The diagnosis code can be added:
To an existing client profile as indicated in the directions below
Using the client diagnosis import - Import > Diagnosis Codes > Client Diagnosis
*Please note: The Allow Diagnosis Code setting on the service code must be set to Yes for the diagnosis code to appear when an employee adds an entry for the service code.
When creating and editing a client profile, the primary diagnosis field (located on the Client Information tab of the client profile) is visible but not editable.
Role Required: Super User
Permission Required: Client Admin
Add Diagnosis Code to Client Profile
Log in to DCI
Click Home on the main menu
Click Clients on the submenu
Enter the client's name in the filter and click Search
Click anywhere in the client row to open the Client Details page
Click Actions
Select Add Diagnosis from the drop-down menu
Complete the Add Diagnosis form wizard
Diagnosis Code Type: Select from the drop-down options
Diagnosis Code: Type and select the diagnosis code from the drop-down
Description: This field pre-populates based on the diagnosis code selected
Primary: Select Yes if this is the primary diagnosis code for the client, or No if it is not the primary diagnosis code.
If Yes is selected, the primary diagnosis information displays in the Other Details widget and on the Diagnosis tab on the client details page.
If No is selected, the non-primary diagnosis displays only on the Diagnosis tab located on the client details page
Diagnosis Date: Click the field to open the calendar and select the date of the diagnosis
Status: Select Active or Inactive
Click Save and Yes to confirm
Edit Diagnosis Code
Log in to DCI
Click Home on the main menu
Click Clients on the submenu
Enter the client's name in the filter and click Search
Click anywhere in the client row to open the Client Details page
Scroll down to click the Diagnosis tab
Click anywhere on the diagnosis line to open the Diagnosis Details page
Click Actions
Select Edit Diagnosis from the drop-down menu
Update the Primary field and/or the Status field as needed
Click Save and Yes to confirm
Add Note to Diagnosis
Log in to DCI
Click Home on the main menu
Click Clients on the submenu
Enter the client's name in the filter and click Search
Click anywhere in the client row to open the Client Details page
Scroll down to click the Diagnosis tab
Click anywhere on the diagnosis line to open the Diagnosis Details page
Click Actions
Select New Note from the drop-down menu
Complete the New Note form
Note Type (required) - Select note type from the drop-down menu
Options include Note, Comment, Error, Authentication, and Custom.
Selecting Custom opens the Note Sub Type field (required)
The Note Sub Type selected may prepopulate a template for the Subject and Body. This template text is editable.
Subject (required) - Summary of the note or prepopulated if included in note sub type template
Body (required) - Add note content. The note body may include a template if included in the note sub type. Must contain at least five characters.
Attachment (optional) - Click the Choose File button to select and upload an attachment
Click Save and Yes to confirm
The note has been added and will appear in the table on the Notes tab of the diagnosis details page. Notes added by other users will also appear in the table.
Add Attachment to Diagnosis
Log in to DCI
Click Home on the main menu
Click Clients on the submenu
Enter the client's name in the filter and click Search
Click anywhere in the client row to open the Client Details page
Scroll down to click the Diagnosis tab
Click anywhere on the diagnosis line to open the Diagnosis Details page
Click Actions
Select New Attachment from the drop-down menu
Add a name for the attachment
In the Attachment field, click the Choose File button.
Double-click the file to be attached or select it and click Open
Only one attachment can be uploaded
The upload is now complete, and the file will display below the Attachment field.
Click the blue Minus (-) sign to remove the attachment if needed
Click Save and Yes to confirm
The attachment has been added and will appear in the table on the Attachments tab of the diagnosis details page. Attachments added by other users will also appear in the table.
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