Before building your form, we recommend reviewing Best Practices for Building Custom Forms designed to help you make the most of the clinical notes feature.
You can connect clinical codes (ICD-10, CPT, HCPCS, and custom codes) to form/template fields so they populate billing information while completing your clinical note. You can add codes to the following fields:
1. Go to Clinical > Form Builder.
2. Select the form you would like to use from the Form List and add the desired fields from the Form Tools.
3. Underneath the Generated Text area, there will be a Clinical Codes section. Click +Add New to choose the type of code you want to add.
4. Once the code type is selected, you can search for the code by keyword or number or by entering the code directly into the field.
Adding Codes to Yes / No Fields
With Yes / No fields, you can add codes to populate when Yes or No is chosen.
1. After selecting the codes you would like to use, you can tie them to either Yes or No under the Option column.
2. When finished click Update Field to save your changes.
3. Codes associated with either the yes or no option within a specific form will also appear in the billing section of the form.
Adding Codes to Switches
With a switch, you can tie multiple codes that will populate when the switch is activated in the note.
1. Once you click +Add New, you can select the code type and use the search field to find the desired code. Repeat for all the codes you would like to be under the switch.
2. Click Update Field when you have added all the codes you need.
3. Once activated, the switch will populate the codes in the billing section. If the switch is deactivated, the codes will be removed from the billing.
Adding Codes to Single and Multiple Select Fields
The process for adding clinical codes to Single Select and Multiple Select fields is the same.
With a single select field, you can choose one code from the list you create. Whereas with a multiple-select field, you can choose more than one code from the list you create.
1. After adding the Allowed Values and your codes in the Clinical Codes section, you can connect the values and codes by selecting the relevant value from the Options dropdown.
2. Click Update Field when finished.
Single Select
Multiple Select
Codes populated by the Single Select option and the Multiple Select options of a specific form will also appear in the billing section form.