Using the Patient Diagnosis Feature

IntakeQ allows you to add diagnostic codes to your treatment notes and then quickly view them in the client profile. This is a requirement when using superbills, but can also be used on its own.

To enable this feature, follow the steps below:

  1. Navigate to "More > Settings > Features".
  2. Click the "Enable Diagnosis" button (see image below).

Adding & Managing Diagnostic Codes

Diagnostic codes are added via treatment notes that you attach to a specific client's timeline. Follow the steps below to add diagnostic codes to a new or existing treatment note:

  1. Navigate to the client profile via "Lists > Clients", selecting the client you wish to add diagnosis codes to.
  2. From the "Timeline" on the left side of the screen you either need to select an existing treatment note (shown in blue) or create a new one. You can also add diagnosis codes to the pinned note.
  3. With a treatment note open, make sure you're in edit mode. The button beside "Saved" on the upper right will say "Lock", if it doesn't click on "Edit" to enter the edit mode.
  4. To add diagnosis codes to the treatment note, click "More" (grey button) and select "Add Diagnosis".
  5. You'll be presented with the following screen that gives you various options for adding and managing your diagnosis codes.
    • Add New Code: This option will allow you to create a diagnosis code and give it a description. Once added it will appear in the list as you see in the above image.
    • 1: Click this icon to edit an already existing diagnosis code.
    • 2: Click this icon to delete an already existing diagnosis code.
  6. To add a diagnosis code to the treatment note, simply click on it's box (the box turns yellow when you mouseover it, this is where you click).
  7. Repeat Step 6 if you want to add multiple diagnosis codes to the treatment note. Once added you'll see them listed at the top of the treatment note like in the image below.

  8. If you need to remove them from the treatment note, simply click the "Remove" link beside the ones you want to remove.
  9. Remember to lock the treatment note when you're finished by selecting "Lock" from the upper grey menu.

Now that you've added diagnosis codes to the client, you'll be able to easily see them from the client's timeline under the "Diagnosis" tab. You can quickly access the specific treatment note that a diagnosis code was added to from this screen by clicking "open note" as seen below.

If you have any questions or need assistance, please contact us and we'll be happy to help!

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