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  • Favorites: The charge and diagnosis Favorites lists are lists of those charge and diagnosis codes that you, personally, have marked as favorites. These are simply lists of the charge and diagnosis codes that you use most frequently. You can make the following changes to your Favorites lists:
  • Department categories: The charge and diagnosis Department categories contain lists of those items that members of your department use frequently. Typically, these categories are created by administrators for all members of the department. You can make the following changes to the Department categories:

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Adding Items to your Charge or Diagnosis Favorites Lists

When looking at the items in your Department list, or at the results of a Search, you might see a charge code, diagnosis code, or diagnosis search term that you would like to add to your Favorites list. You can easily add any of these items to your Favorites list at any time. Once you do so, you can then quickly select those items from your Favorites list when entering charges or clinical notes for patients. You can add up to one hundred items to each of the Favorites lists.
You cannot add charge macros to your charge Favorites list on your device, although you can perform this action on the web application.
  1. Start the process for entering a charge transaction or clinical note and then take either of the actions below:
    • For a charge transaction, tap ADD CHARGE or ADD DIAGNOSIS Add Diagnosis button
  • For a clinical note, tap Search For Problems in a specific section of the note. Search for Problems button The Add Charge or Add Diagnosis screen is displayed.
  1. Select or use either of the options below:
    • Search (perform a search for a charge or diagnosis code, so that a list of results is shown)
    • Department category (tap on a Department category to see the list of items within it)
  2. Identify the charge code diagnosis code, or diagnosis search term that you want to add to your Favorites list and perform any of the actions below:
  • Tap on an item to first select it. This will add the item to the charge transaction or note, so only use this method if you want to add it to the transaction/note, in addition to marking it as a favorite. Then tap on the gray Favorite button that appears at the top right of the screen. (Please note that you cannot use this method to add a diagnosis search term to your Favorites list.)
    • Swipe right to left on an item’s row to expose the gray Favorite button on the same row. Tap the gray Favorite button. In both of the cases above, the Favorite button now changes to gold and the item is added to the top of your Favorites list, above any Favorites subcategories that you might have created (on the web application).
If a code is already on your favorites list, you will see a gold Favorite button on the row or in the top banner, instead of a gray one. You can tap this button to remove the code from your Favorites list.

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Removing Items from your Charge or Diagnosis Favorites Lists

If you decide that it is no longer useful to have a particular charge code, diagnosis code, or diagnosis search term on your Favorites list, you can remove it.
You cannot remove charge macros from your charge Favorites list on your device, although you can perform this action on the web application.
  1. Start the process for entering a charge transaction or clinical note and then take either of the actions below:
    • For a charge transaction, tap ADD CHARGE or ADD DIAGNOSIS Add Diagnosis button
  • For a clinical note, tap Search For Problems in a specific section of the note. Search for Problems button The Add Charge or Add Diagnosis screen is displayed.
  1. Tap Favorites to expand the Favorites list and review the codes within it (if it is not already expanded).
  2. Review the codes on the Favorites list, identify the charge code diagnosis code, or diagnosis search term that you want to remove, and then perform any of the actions below:
  • Swipe right to left on its row to expose the gold Favorite button on the same row. Tap the gold Favorite button.
  • Tap on an item to first select it. This will add the item to the charge transaction or note, so only use this method if you want to add it to the transaction/note, before removing it from your Favorites list. Then tap on the gold Favorite button that appears at the top right of the screen. (Please note that you cannot use this method to remove a diagnosis search term from your Favorites list.)
In both of the cases above, the code is immediately removed from your Favorites list.

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Pinning a Charge or Diagnosis Subcategory Open

When the Add Charge or the Add Diagnosis screen first opens, the top level of the charge or diagnosis Favorites category is opened by default (with all of the subcategories below it closed), so that you can quickly select items from the top of that list. However, if you prefer that a specific Favorites or Department subcategory be opened by default instead, you can pin that one subcategory open. Note that if you pin open a subcategory, then the top level category to which it belongs (top level Favorites or top level Department) is opened by default as well. You can still manually open or close the top level Favorites or Department categories, or any of their subcategories, to view their contents, but the selected subcategory is always open when you first access either of these screens. You may also deselect the “pinned open” subcategory, or select a different subcategory to pin open, at any time. To perform any of these actions, first open the Add Charge or Add Diagnosis screen:
  1. Start the process for entering a charge transaction or clinical note and then take either of the actions below:
    • For a charge transaction, tap ADD CHARGE or ADD DIAGNOSIS Add Diagnosis button
  • For a clinical note, tap Search For Problems in a specific section of the note. Search for Problems button The Add Charge or Add Diagnosis screen is displayed.
To select a Favorites or Department subcategory to pin open:
  1. Open the Add Charge or Add Diagnosis screen as described above.
  2. Identify the Favorites or Department subcategory that you want to keep open and then take any of the actions below:
  • Tap on the subcategory that you want to keep open, and then tap the gray Pin button at the top right of the screen. A gray Pin button appears to the right of the subcategory name to indicate that this subcategory is now pinned open. Pin button gray
  • Swipe left to right on the subcategory that you want to keep open, and then tap the gray Pin button that is exposed at the far right of the subcategory’s row. The gray Pin button changes to a white Pin button to indicate that this subcategory is now pinned open. Pin button gray

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To change the Favorites or Department subcategory that is pinned open

  1. Open the Add Charge or Add Diagnosis screen as described above. The currently “pinned open” subcategory is opened by default and shows a gray Pin button to the right of the subcategory name.
Pin button gray
  1. Identify the new Favorites or Department subcategory that you want to keep open and repeat Step 2 above, using any of the methods listed there to select a new subcategory to pin open. The newly selected subcategory will simply replace the old one as the subcategory that is pinned open (you do not have to “clear” the prior subcategory in order to select a new one).

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To clear the Favorites or Department subcategory that is kept open, so that the top level Favorites category is instead opened by default

  1. Open the Add Charge or Add Diagnosis screen as described above. The currently “pinned open” subcategory is opened by default and shows a gray Pin button to the right of the subcategory name.
Pin button gray
  1. Locate the Favorites or Department subcategory that is currently “pinned open” and then take any of the actions below:
  • Tap on the subcategory that is currently pinned open, and then tap the white Pin button at the top right of the screen. The gray Pin button is removed from the right of the subcategory name.
Pin button white Pin button gray
  • Swipe left to right on the subcategory that is currently pinned open, and then tap the white Pin button that is exposed at the far right of the subcategory’s row. The white Pin button changes to a gray Pin button. Pin button white The Favorites or Department subcategory is no longer pinned open and the top level Favorites category will now open by default instead.