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Add to or Edit a Code Table

Version 14.19

Path: Practice Management tab > Coded Values

Overview

The information on this page will provide you with information on how to view and edit allowable selections to dropdown lists. For example, when updating a contact's relationship to a patient, you notice there is not a selection for Foster Parent. That selection may be added to the respective Code Table.

Each item on the list in the Code Table Purpose section displays a corresponding set of elements in the lower section of the page.  Any item listed in the Code Table Purpose section with the box checked to Allow Edits can be customized using the Add, Delete, or Edit buttons located in the center of the window.  


Commonly Edited Code Tables

Code Table PurposeCorrelating Screen or Field in OP
Adjustment ReasonPatient Chart: Payments
Allergy Stage/SeverityPatient Chart: Allergies/Rxns
Allergy SymptomsPatient Chart: Allergies/Rxns
Allowed Contact Modes: BillingPatient Chart: Basic Information
Patient Chart: Family Contacts
Allowed Contact Modes: General Patient Chart: Basic Information
Patient Chart: Family Contacts
Allowed Contact Modes: MedicalPatient Chart: Basic Information
Patient Chart: Family Contacts
Allowed Contact Modes: MessagesPatient Chart: Basic Information
Patient Chart: Family Contacts
Allowed Contact Modes: PortalPatient Chart: Basic Information
Patient Chart: Family Contacts
Allowed Contact Modes: RecallPatient Chart: Basic Information
Patient Chart: Family Contacts
Appointment FrequencyPatient Chart: Follow Up Tab
Patient Chart: Follow Up Tab
Contact RelationshipPatient Chart: Family Contacts
CPT ModifierPatient Chart: Add/Edit Charges
Disclosure RecipientLog In/Out drop-down menu > Emergency Override
Family Member TypePatient Chart: Family History
Patient Chart: Family
Medication ActionPatient Chart: Medications
Medication Default Unit Dose SizePatient Chart: Medications
Medication FrequencyPatient Chart: Medications
Medication OutcomePatient Chart: Medications
Medication RoutePatient Chart: Medications
Medication Unit Dose TypePatient Chart: Medications
Message Caller TypeSend Message button
Patient StatusAppointments button
Problem Quality of LifePatient Chart: History
Problem Stage/SeverityPatient Chart: History
Problem SymptomPatient Chart: History
Record Change/Delete ReasonCoded Tables
Risk Assessment TypeRisk Assessments
Telehealth Patient LocationPatient Chart: Visit Info
Telehealth Provider LocationPatient Chart: Visit Info
Temperature Method/Normal RangePatient Chart: Vitals/Growth
VIS Name/VersionPatient Education Button

Adding New Codes

If the item listed in the Code Table Purpose has the box checked to Allow Edits:

  1. Clickto add a new record.
  2. Add the new element to in the lower section of the Code Table in the open field.
  3. Enter a new description.
  4. If applicable, enter guidelines or other data, and/or a publication date.
  5. If desired, enter a sort number for where this element will display in the list of choices.
  6. Click  to save edits.

Editing Descriptions

If the item listed in the Code Table Purpose has the box checked to Allow Edits:

  1. Highlight the element to edit in the lower section of the Code Table.
  2. Click  to edit.
  3. Edit the description, guidelines or other data, publication date, and or sort number.
  4. Click   to save edits.

Deleting or Archiving Elements

If the item listed in the Code Table Purpose has the box checked to Allow Edits:

  1. Highlight the element to edit in the lower section of the Code Table.
  2. Click to permanently remove the element or check the box for Archived if you do not want to permanently delete this entry but just want to remove the entry from use in a drop-down menu.
  3. Click   to save changes.
Version 14.10

Utilities > Manage Codes > Coded Values

Overview

The information on this page will provide you with information on how to view and edit allowable selections to dropdown lists. For example, when updating a contact's relationship to a patient, you notice there is not a selection for Foster Parent. That selection may be added to the respective Code Table.

You can access the Code Table to either view or edit an existing code.

Each item on the list in the Code Table Purpose section displays a corresponding set of elements in the lower section of the page.  Any item listed in the Code Table Purpose section with the box checked to Allow Edits can be customized using the Add, Delete, or Edit buttons below.  

The most commonly edited Code Tables are:

Code Table PurposeCorrelating Screen or Field in OP
Adjustment ReasonEntering Insurance Payment from the Patient Account
Allergy Stage/SeverityPatient Chart: Allergies/Rxns
Allergy SymptomsPatient Chart: Allergies/Rxns
Allowed Contact Modes: BillingPatient Register: Patient
Patient Register: Contacts
Allowed Contact Modes: General Patient Register: Patient
Patient Register: Contacts
Allowed Contact Modes: MedicalPatient Register: Patient
Patient Register: Contacts
Allowed Contact Modes: MessagesPatient Register: Patient
Patient Register: Contacts
Allowed Contact Modes: PortalPatient Register: Patient
Patient Register: Contacts
Allowed Contact Modes: RecallPatient Register: Patient
Patient Register: Contacts
Appointment FrequencyOrder Worksheet: Follow Up Tab
Order Worksheet: Follow Up Tab (Well Visit)
Contact RelationshipPatient Register: Contacts
CPT ModifierAdd / Edit Charges
Disclosure RecipientMedical Record Disclosure Tracking
Family Member TypeFamily Medical History: Encounter
Family Medial History: Well Visit
Medication ActionPatient Chart: Medication List
Prescription Writer
Medication Default Unit Dose SizePatient Chart: Medication List
Prescription Writer
Medication FrequencyPatient Chart: Medication List
Prescription Writer
Medication OutcomePatient Chart: Medication List
Prescription Writer
Medication RoutePatient Chart: Medication List
Prescription Writer
Medication Unit Dose TypePatient Chart: Medication List
Prescription Writer
Message Caller TypeCreate a Message
Patient StatusPatient Status
Problem Quality of LifeProblem List
Problem Stage/SeverityProblem List
Problem SymptomProblem List
Record Change/Delete ReasonRecord Change Reasons
Risk Assessment TypeRisk Assessments Editor
Telehealth Patient LocationVisit Info for Telehealth
Telehealth Provider LocationVisit Info for Telehealth
Temperature Method/Normal RangeVital Signs and Growth Measurements
VIS Name/VersionAAP / Local Content Library

Adding New Codes

If the item listed in the Code Table Purpose has the box checked to Allow Edits:

  1. Clickto add a new record.
  2. Add the new element to in the lower section of the Code Table in the open field.
  3. Enter a new description.
  4. If applicable, enter guidelines or other data, and/or a publication date.
  5. If desired, enter a sort number for where this element will display in the list of choices.
  6. Click  to save edits.

Editing Descriptions

If the item listed in the Code Table Purpose has the box checked to Allow Edits:

  1. Highlight the element to edit in the lower section of the Code Table.
  2. Click  to edit.
  3. Edit the description, guidelines or other data, publication date, and or sort number.
  4. Click   to save edits.

Deleting or Archiving Elements

If the item listed in the Code Table Purpose has the box checked to Allow Edits:

  1. Highlight the element to edit in the lower section of the Code Table.
  2. Click to permanently remove the element.
  3. Check the box for Archived if you wish to not permanently delete this entry, and just wish to remove the entry from use in a drop down list.

  1. Click   to save changes.