By default, a medical insurance claim includes any diagnostic codes that are attached to the procedures on the claim. You can change the order of the diagnostic codes on the claim.
Note: Managing diagnostic codes on claims requires the "Insurance Claims, Edit" security right.
To sort medical diagnostic codes on a medical insurance claim
In the insurance claim window, double-click the Diagnosis block.
If applicable, do one of the following:
If the Password - Insurance Claims, Edit dialog box appears, user verification has been assigned to the "Insurance Claims, Edit" task. Do one of the following:
If your user account has been granted the "Insurance Claims, Edit" security right, enter your credentials in the User ID and Password boxes, and then click OK.
If your user account has not been granted the "Insurance Claims, Edit" security right, have a user with permission temporarily override this restriction so you can manage medical diagnostic codes on a claim this one time. The overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
If a message appears, informing you that you do not have rights to this operation, your user account has not been granted the "Insurance Claims, Edit" security right. To have a user with permission temporarily override this restriction so you can manage medical diagnostic codes on a claim this one time, do the following:
On the message, click Yes.
In the Password - Insurance Claims, Edit dialog box, the overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
The Sort Diagnostic Codes dialog box appears.
To arrange the medical diagnostic codes in the order that you want them to appear on the claim, for each medical diagnostic code that you want to move, select that code in the list, and then click Move Up or Move Down as needed to achieve the desired position in the list.
Click OK.