Importing Diagnosis Codes

When using IntakeQ's superbill feature, you will need to set diagnosis codes on clients as this is part of what is required on superbills. The system doesn't have any pre-programmed code sets, though you can easily import your own list of diagnosis codes and descriptions from a CSV file.

How to Save the CSV File

To be able to import a list of diagnosis codes and their descriptions, you will need to create a CSV file containing these codes. Your CSV file will need to contain a top row with two columns, one labelled "Code" and the other labelled "Description". Below is a screenshot of a sample spreadsheet file setup in the proper way, just be sure it gets saved as a ".csv" file as opposed to a normal spreadsheet file.

How to Import the CSV File

To import your CSV file containing the diagnosis codes, follow the steps below:

  1. Navigate to "Lists > Invoices" and click the "Invoice Settings" button in the upper right corner.
  2. Go to the "Superbill" tab, scroll down and click the button labelled "Manage Diagnosis Codes".
  3. In the dialog that comes up, you'll see a list of any diagnosis codes currently added, and can upload your CSV list by clicking "Upload List".
  4. You'll be prompted to select the ".csv" file from your computer, and the upload process will begin.

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