How to Create a Practice Diagnosis Short List

How to Create a Practice Diagnosis Short List

Overview

You can configure and record diagnosis codes (ICD-10) in different ways while creating notes.
  1. Narrow down from the alphabetical list.
  1. Type the ICD-10 code or description and select it from the populated list.
  1. Use the ICD-10 Shortlist tab, which displays only the configured ICD-10 codes.
This article explains how to configure the ICD-10 shortlist and use it when recording codes.

Step 1: Configure the ICD-10 Shortlist

You can configure the shortlist in two ways:

  • By narrowing down from the alphabetical list.

  • By typing a short description and selecting from the populated list.


  1. Navigate to Settings > Practice Settings > Diagnosis Short List.



  2. Click Add to List.

    The following screen opens:

  3. Configure diagnosis codes in three steps:

    1. STEP 1 - MAJOR GROUP CATEGORY: Select a major group category from the dropdown, for example: A00–B99, C01–D49, D50–D89.

    2. STEP 2 - NARROW SCOPE: Narrow the scope by selecting a subcategory from the dropdown.

    3. STEP 3 - SELECT DIAGNOSIS: Select the diagnosis code from the narrowed list.

  4. Click Add.

Alternate method:

  • In the Short Description field, start typing the code or description.


  • Select the ICD-10 code from the populated list.

  • Click Add.


Deleting Diagnosis Codes

You can remove diagnosis codes from your short code list. To delete a code, click the Delete icon on the far right side of the code entry.



 


Step 2: Use the ICD-10 Shortlist

  1. Open a client’s chart.

  2. Create a note and go to the Diagnosis page.

  3. Select the ICD-10 Shortlist tab.




    • This tab displays all the codes you configured in your shortlist.

    • Select the diagnosis code from the dropdown.


  4. After recording the diagnosis codes, select Done.


Step 3: Use Additional ICD-10 Recording Options

You can also record ICD-10 codes without using the shortlist.

  1. Open a client’s chart.

  2. Create a note and go to the Diagnosis page.

  3. Select the ICD-10 tab.

    • Narrow down your search using the alphabetical list.


  4. Select the ICD-10 by Code tab.

    • Type the appropriate code or description.

    • Select the correct diagnosis code from the populated list.

      


Watch the Video

Click here to watch a video about this feature.

FAQs 

You can find the Frequently Asked Questions (FAQs) on our Knowledge Base page.


Click here for quick access to the FAQs.


 

Need Help?

For further assistance, contact:
📞 Phone: 443-203-5857
📱 Text: 866-301-0085
📧 Email: ticket@icanotes.com
💬 Chat: https://app.icanotes.com



Proprietary Notice Information: This article is provided for informational purposes only, and the information herein is subject to change without notice. While every effort has been made to ensure that the information contained within this article is accurate, ICANotes cannot and does not accept any type of liability for errors in, or omissions arising from the use of this information.

    • Related Articles

    • How To Create An ICD-10 Short List

      The Short List of ICD-10 Codes can be comprised of all the ICD-10 codes that you use the most. The Short List of ICD-10 Codes is available in the Diagnosis fields under the ICD10 Short List tab. An example of the Short List: How to create a Short ...

    • How to Create a Custom Procedure Code in the Practice Short List

      The Service Code Short List is located in Settings + Directories under the Shared By All Staff tab, sub tab Service/Modifier Codes. 1. Click the Settings button from the Chart Room. 2. Click the Group Level Settings & Directories tab. 3. Go to the ...

    • Creating an Insurance Payer Short List

      Index Sections Creating and Managing the Insurance Payer Short List Adding Insurance Payers to the Short List from Demographics Group Administrators can create and manage a list of the practice’s most frequently used Insurance Payers to streamline ...

    • Set Up Service Code Short List and Billing Rates

      Follow these instructions to set up your Short List: From the Chart Room, click the Settings button. . Click on: Group Level Settings & Directories tab (top-right). then Click on the Service/Mod Codes tab. Note that Revenue Codes are used only for ...

    • How to Enter an ICD10 Diagnosis

      This knowledge base article will demonstrate how to enter an ICD-10 diagnosis. Diagnosis fields are present in most notes. 1. From any diagnosis fields, click the Enter button. 2. There are three ways that can be used to enter ICD10 codes: Pull up ...