Pre-populating Diagnosis Codes (ICD-10) from the Patient Problem List

The Patient Problem List feature allows you to streamline your billing workflow by automatically transferring diagnostic information to the ICD-10 section of appointment records. This guide explains how to enable and use this time-saving functionality.

Default Configuration

By default, the automatic pre-population of ICD-10 codes from Patient Problem Lists is disabled in the system. You must manually enable this feature through your Provider Settings .

Enabling Automatic ICD-10 Code Population

Follow these simple steps to enable the automatic transfer of diagnoses from Patient Problem Lists to appointment ICD-10 fields.

  • Access Provider Settings
    • Navigate to the Provider Settings section by hovering over the Account menu in the main navigation bar and selecting Provider Settings from the dropdown menu.
  • Locate Medical Billing Options
    • Within the Account Settings page, click on the Medical Billing tab to access billing-related configuration options.
  • Enable Auto Set Problems Feature
    • Scroll to the bottom of the page until you reach the Miscellaneous section. Look for the Auto Set Problems checkbox and select it to enable the feature.
  • Save Your Changes
    • After checking the box, click the Update Entire Profile button to apply and save your settings.


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Learn more about the Patient Chart Problem List