> ## Documentation Index
> Fetch the complete documentation index at: https://docs.pro.commure.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Entering Patient Problems
> Collaborative management of patient problems across clinical teams in Commure Pro.
**The problems on a patient’s Problem List can come from a variety of sources, listed below. In all cases below, the Commure PRo system keeps track of the date a problem was last used, so that providers can easily identify the most recent or chronic problems for a patient.**
* Problems can be entered in Commure Pro (in both Classic and Revenue Reports mode) as the diagnosis on a completed charge transaction. (Problems associated with draft charges are not added to the Problem List.)
* Problems can be entered in Commure Pro (in Classic mode only) as part of a completed clinical note. (Problems associated with draft notes are not added to the Problem List.)
* Problems can be entered in Commure Pro (in Classic mode only) as the reason for an order. (Problems entered as a "rule out" reason on an order are not added to the Problem List.)
* Problems can be entered or modified in Commure Pro (in both Classic and Revenue Reports mode), independent of charges/notes/orders. In Classic mode, this is done via the **Problems** display option on the **Patient List** tab.
* Problems can be entered in an external system and then automatically passed to the Commure Pro system via any of the methods below:
* Problems can be passed from a Cerner® system to Commure Pro when entering charges via the Commure Pro-Cerner Charge Capture app.
* Problems can be passed from an external system to Commure Pro when accessing Commure Pro via custom link from the other system.
* Problems can be automatically interfaced from an external system to Commure Pro.
In all of the cases above, the Commure Pro system can accept either the ICD-10 code or the Intelligent Medical Objects (IMO®) term. These optional features require configuration by Commure Pro services, and may function differently at each site, depending on the organization's requirements.
This chapter reviews how to enter problems in the Commure Pro system in Classic mode, either as part of a charge transaction or clinical note, or as an independent entity. No matter which workflow you use to *enter* the problem, there are several different ways to *find and select* the diagnosis that you want, each of which is also described in this chapter. (For information on how to enter a diagnosis as part of an order, see [*Adding a Reason to a New Order*](/classic/enter_patient_data/entering-orders#adding-a-reason-to-a-new-order), as that workflow is different than described here.)
## Entering a New Problem (Without a Charge or Note)
To enter a new problem for a patient, independent of charges or notes, follow these steps:
1. Select a patient on the **Patient List** tab, or click on the **Details** icon from another option.
2. Use one of the following to open the Add Problem window:
* Click the **Add** button next to the **Problems** option in the center column.
Select the **Problems** option to display any problems already associated with the patient in the summary Problem List window. You can click on any problem to see the details about it.
* Click the **Actions** button in the upper right corner of the Patient Data Display, and then select **Add Problem** from the drop-down list.
The Add Problem dialog box appears.
3. Click the **Find Problem** button.
The Problem Selection window is displayed.
In the Problem Selection window, you can **Search** for the diagnosis from the master list of diagnosis codes, select it from the **Favorites** or **Department** category, or enter it as free text. See the topics below for instructions.
* [*Selecting Diagnoses Using the Search Option*](#selecting-diagnoses-using-the-search-option)
* [*Selecting Diagnoses From the Favorites or Department Categories*](#selecting-diagnoses-from-the-favorites-or-department-categories)
* [*Entering Diagnoses as Free Text*](#entering-diagnoses-as-free-text)
After selecting an individual diagnosis, it is displayed in the Add Problem dialog box after the word **Problem**. If you select a Diagnosis Macro Group, all of the diagnoses in the group are displayed. The ICD-10 code and description are displayed, as well as the Snomed code (if applicable).
4. Enter additional attributes for the problem. The list of attributes can vary by organization; those on your system may not be the same as those listed here. Please note that you selected a Diagnosis Macro Group, all of the attributes below are applied to *all* of the diagnoses in the group.
* **Type**: Select the type of problem. Your choices are Acute and Chronic. The default is Acute.
* **Status**: Select the current status of the problem. Your choices are Active, Inactive, or Resolved. The default is Active.
* **Onset**: Enter the date and time of onset for this problem, if known. If left blank, the current date and time is automatically saved as the date of onset.
* **Diagnosed**: Enter the date and time that this problem was diagnosed, if known.
* **Resolved**: Enter the date and time this problem was resolved (if known, or if resolved).
* **Last Used**: This field represents the date and time this problem was last used for this patient. If left blank, the current date and time is automatically saved as the last used date.
5. Click the **Save** button to save this problem, or click **Cancel** to close the window without saving.
If you entered a single problem, it is added to the patient’s problem list and can be seen in the Problem List summary. If you used a diagnosis macro group, each problem in the group is added as an individual item to the patient’s problem list, and is displayed independently in the Problem List summary.
In addition, when a new problem is saved, it is associated with a specific patient visit. The visit associated with the problem is stored in the database, but is not visible in the application. The following rules are applied:
* If the patient visit selected on the Patient List when the user starts the Add Problem workflow is an InFacility visit, the patient’s current InFacility visit is associated with the problem. In most cases, the current InFacility visit is the most recent visit, but there are some exceptions. For example, if the most recent visit is discharged and there is an older visit that is not discharged with the same account number, then in this case, the older non-discharged visit is the current InFacility visit.
* If the patient visit selected on the Patient List when the user starts the Add Problem workflow is a non-InFacility visit, that non-InFacility visit is associated with the problem.
## Selecting Diagnoses from the Patient’s List of Existing Diagnoses
You can select a diagnosis from the patient’s list of **Existing** diagnoses when:
* Adding a diagnosis on a clinical note (if you are using one of the default progress note templates included with NoteWriter)
* Adding a diagnosis on a charge transaction
[View a How-To Video on Selecting Diagnosis Codes on the Charge Transaction screen (including selecting from the Existing list).](https://prod-pkhelp.patientkeeper.com/help/tutorials/9.2.0.2/dcc_select_diagnoses/index.html)
When adding a diagnosis on a charge transaction or clinical note, the **Existing** category is displayed at the top of the list DIAGNOSES section.
1. Click on the **Existing** category to view a list of diagnosis codes that have been previously used for a particular patient, pulled from the patient’s problem list history (see *Entering Patient Problems* for an explanation of how diagnoses get added to a patient’s problem list history).
* The date that each diagnosis was last used is displayed, and the diagnoses that were used most recently are listed first.
* If a gray **HCC** icon is displayed to the right of a diagnosis description, it means that the code is designated as an HCC driver.
* If a red **HCC** icon is displayed to the right of a diagnosis description, it means that the HCC diagnosis has not been used for that patient on a charge or clinical note within the current calendar year.
2. (Optional) You can click the **My List** link (it turns orange: **My List**) to filter the list down to only those diagnoses that you have used yourself for this patient. This includes diagnoses that you entered on a charge or clinical note, that you entered directly in the Problem List module, or that were passed via a link that you used to access Commure Pro from an external system. Click the **My List** link a second time to remove the filtering and view all of the patient’s existing diagnoses. Please note that the **My List** link is "sticky" -- once you select it, it remains selected for all future charge transactions and notes until you unselect it.
3. Use any of the methods below to select diagnoses from the **Existing** list:
* To select one or more existing diagnosis, just click on the individual diagnoses that you want.
* To quickly select all of the patient’s existing diagnoses, click the **Add All** link (available only if enabled in your user profile).
* To quickly select all of the existing diagnoses that you have used in the past, first click the **My List** link to filter the list, and then click the **Add All** link to select all the diagnoses in the filtered list.
* Since diagnosis codes are updated each year, a code that was included on a patient’s **Existing** list in the past, may be inactive today. Inactive codes cannot be used on new charges or clinical notes. To distinguish them from active codes, they are shown on the **Existing** list with a **Search** icon, the code struck through, and the text in light gray.
To find an active code with a similar description, click on the inactive code. A search is immediately executed using the inactive code’s description. See [*Selecting Diagnoses Using the Search Option*](#selecting-diagnoses-using-the-search-option) for more information on searching.
The diagnoses are then added to the Selected Codes section on the right side of the Charge Transaction screen (for a charge transaction) or to the section of the note where you are currently working (for a clinical note). When entering diagnoses on clinical notes, since much of the pre-operative diagnosis is usually included in a post-operative diagnosis, when a pre-operative diagnosis is selected, the diagnosis is added to both the pre-operative diagnosis and post-operative diagnosis lists to speed data collection. If a post-operative diagnosis is selected, the diagnoses is added only to the post-operative diagnosis list.
You can also delete a diagnosis code from the patient’s **Existing** list if you feel that it is no longer appropriate. For example, you may want to delete any old ICD-9 codes from the patient’s **Existing** list. Or if a diagnosis on the **Existing** list were incorrect, you could delete it.
* To delete an existing diagnosis, hover your mouse cursor over the existing diagnosis to expose the **Delete** button to the right of the diagnosis, and then click it.
Deleting a diagnosis is different than marking it as resolved or inactive. If a patient had a diagnosis for a time period and then the issue was resolved or was no longer active, you could mark it as resolved or inactive from the **Patient List tab> Problems** display option, instead of deleting it. Marking a problem as resolved or inactive removes it from the **Existing** list on the Charge Transaction screen and NoteWriter screens, but keeps it on the **Patient List tab> Problems** display option (along with the dates of onset and resolution). In contrast, deleting a diagnosis removes it from both the **Existing** list and the **Patient List tab> Problems** display option. (In both cases, the history of its usage on charge transactions and notes is retained in the appropriate charge or note.) See also [*Editing, Resolving, or Deleting Problems*](#editing-resolving-or-deleting-problems).
* Admin - User - Charge Capture - [**Prompt User to Add All Existing Diagnoses**](/classic/at_ug/user#prompt-user-to-add-all-existing-diagnoses)
## Selecting Diagnoses From the Favorites or Department Categories
You can select a diagnosis from the **Favorites** or **Department** category when:
* Adding a diagnosis independent of a charge or note
* Adding a diagnosis on a clinical note
* Adding a diagnosis on a charge transaction
[View a How-To Video on Selecting Diagnosis Codes on the Charge Transaction screen (including selecting from the Favorites or Department categories).](https://prod-pkhelp.patientkeeper.com/help/tutorials/9.2.0.2/dcc_select_diagnoses/index.html)
The two categories differ as follows:
* The **Favorites** category is available only if your administrator has enabled it for you. It contains those diagnoses that you have personally marked as favorites. This category may contain a simple list of codes, or you may have organized them into subcategories.
* The **Department** category contains the diagnoses that your administrator has deemed useful to all members of your department and these are typically organized into subcategories. For example, diagnosis categories might include Abnormal Findings, Cardiovascular Disease, or Gastroenterology.
In addition to diagnosis codes, the **Favorites** and **Department** categories can also contain the following items, if you or your department administrator have added them to those categories:
* **Diagnosis Search Terms**, which are preceded by a search icon so that you can distinguish them from regular diagnosis codes:
A diagnosis search term is a partial code or phrase that immediately executes a search. For example, if you click on a search term called "chest pain," the words "chest pain" automatically populate the **Search** field and all diagnoses containing that phrase are immediately displayed. Similarly, clicking on a Search Term of "R07" would immediately show all diagnoses containing those letters and numbers, such as R07.0, R07.1, R07.81, and so on.
**Diagnosis Macro Groups**, which are preceded by a gears icon so that you can distinguish them from regular diagnosis codes:
Diagnosis macro groups are a time-saving feature that allow you to enter the entire group related diagnosis codes with a single mouse click. For example, a diagnosis macro group might consist of a primary diagnosis along with the secondary diagnoses that usually accompany it. Just select the diagnosis macro group, and all of the codes are automatically added to the Selected Codes section. Before selecting a diagnosis macro group, you can hover your mouse cursor over it to expose the **Information** icon , and then click the icon to see all of the items that are included within the macro.
To select an item from the **Favorites** or **Department** category:
1. In the DIAGNOSES section, click on the **Favorites** or **Department** category to expand it (if it is not already expanded).
The category expands to show you the contents. This may be a list of subcategories, or a list of actual diagnosis codes, search terms, or diagnosis macro groups.
2. Continue to drill down through the subcategories until you see the diagnosis code, search term, or macro group that you want.
* If a diagnosis code in the **Favorites** or **Department** category is designated as an HCC code, an **HCC** icon displays to the right of the diagnosis description. Hover your mouse cursor over the icon to view the HCC description, HCC category, and the Risk Adjustment Factor.
3. When you see the specific item you want, click on it.
* If you select an individual diagnosis code or a diagnosis macro group...
o and you are entering a charge transaction, then the individual code, or all of the codes in the diagnosis macro group, are added to the Selected Codes section on the right side of the screen.
o and you are entering a clinical note, then the individual code, or all of the codes in the diagnosis macro group, are added to the section of the note where you are currently working.
o and you are adding a patient problem independent of a charge or note, then the Add Problem screen is displayed and shows either the individual diagnosis, or all of the diagnoses in diagnosis macro group.
* If you select a diagnosis search term, a **Search** for that term is immediately executed. See [*Selecting Diagnoses Using the Search Option*](#selecting-diagnoses-using-the-search-option) for more information.
* Since diagnosis codes are updated each year, a code that was included on your **Favorites** list in the past, may be inactive today. Inactive codes cannot be used on new charges or clinical notes. To distinguish them from active codes, they are shown on the **Favorites** list with a **Search** icon, the code struck through, and the text in light gray:
To find an active code with a similar description, click on the inactive code. A search is immediately executed using the inactive code’s description. See [*Selecting Diagnoses Using the Search Option*](#selecting-diagnoses-using-the-search-option) for more information on searching. (Inactive codes are not shown in the **Department** category or in search results.)
4. Depending on your starting point, you may now be able to select additional diagnosis codes:
* If you are entering a charge transaction or a clinical note, you are allowed to select more than one diagnosis code or diagnosis macro group.
* If you are adding a patient problem independent of a charge or note, you can select only one individual diagnosis, or one diagnosis macro group.
* Admin - User - Problem List - [**Show Diagnosis Favorites Tab**](/classic/at_ug/user#show-diagnosis-favorites-tab)
## Selecting Diagnoses Using the Search Option
Use the **Search** option to search for a diagnosis from the complete list of diagnoses. You can use the **Search** feature when:
* Adding a diagnosis independent of a charge or note
* Adding a diagnosis on a clinical note
* Adding a diagnosis on a charge transaction
[View a How-To Video on Selecting Diagnosis Codes on the Charge Transaction screen (including using the Search option).](https://prod-pkhelp.patientkeeper.com/help/tutorials/9.2.0.2/dcc_select_diagnoses/index.html)
When searching for a diagnosis, you can enter any of the following into the **Search** field:
* A partial or complete diagnosis description
* A partial or complete ICD-10 code
* A partial or complete ICD-9 code (If you enter an ICD-9 code, the corresponding ICD-10 codes are returned in the results. This can be very helpful if you are not yet familiar with ICD-10 codes.)
* A partial or complete SNOMED CT® code
The diagnosis **Search** field uses a medical vocabulary called Intelligent Medical Objects (IMO®) to provide an alternate set of diagnosis descriptions in the search results. IMO is a patient-centric terminology database that is licensed through Commure Proand it provides extensive mappings of disease states to ICD-9 or ICD-10 codes and any applicable HCC codes. Search queries involving IMO terms show the most relevant 100 results based on their IMO ranking.
When searching for a diagnosis:
* A search will return diagnoses from the master list of diagnoses as well as from the patient’s **Existing** list of problems.
* If a diagnosis is displayed at the top of the results list in bold type, it means that the diagnosis is already on the patient’s **Existing** list. The date it was last used on a charge transaction is also displayed in parenthesis.
* If a gray **HCC** icon is displayed to the right of the of a diagnosis in the results, it means that the code is designated as an HCC driver. HCC codes drive up the revenue in capitated Medicare Advantage plans. Hover your mouse cursor over the icon to view the HCC description, the HCC category, and the Risk Adjustment Factor.
* If a red **HCC** icon is displayed to the right of a diagnosis in the results list (and the diagnosis is also displayed in bold type), it means that the diagnosis is already on the patient’s **Existing** list and that it has not been used for that patient on a charge or clinical note within the current calendar year. The date it was last used is displayed in red text.
* If a **NOS Alert** icon is displayed to the right of a diagnosis, it means that the code has a "Not Otherwise Specified" designation. You can still select the diagnosis; it is simply a visual cue to remind you that you should select a more specific diagnosis, if possible. This warning icon is visible only if enabled system-wide.
To search for a diagnosis code, follow these steps:
1. In the DIAGNOSES section, click into the diagnosis **Search** field and type a partial or complete diagnosis code or a description. (Or, you could select a Search Term from the **Favorites** or **Department** categories, see [*Selecting Diagnoses From the Favorites or Department Categories*](#selecting-diagnoses-from-the-favorites-or-department-categories).)
As you are typing, any diagnoses that match what you type are displayed. The number of characters that you must enter to trigger these matching search results is configurable (the default is two characters, contact your Commure Pro representative to change this).
* If you enter a diagnosis code that has a single exact match, it is automatically selected for you.
* If you enter a diagnosis code or description that does *not* have a single exact match, then a list of potential matches is displayed. The list shows you the most relevant diagnoses first, based on the search term that you used. Any diagnoses in the results that are *also* on the patient’s **Existing** list are shown in bold text at the top of the list, along with the date they were last used. There are several options available to help you find the diagnosis that you want from the list of results:
* You can change the order in which the diagnoses are listed, so that they are instead sorted numerically by diagnosis code, or alphabetically by description.
* You can use **Filter** button (located at the top right of the search results) to narrow the results down to a more concise list.
* If this is an item that you search for frequently, you can save your search as a **Search Term** so that you can re-use later.
* If you select a non-specific diagnosis from the results, you may be required to use the automatic refine feature, which walks you through selecting a series of attributes from various categories, in order to make the selected diagnosis as specific as possible.
* If you select a diagnosis that should be accompanied by one or more secondary diagnoses for full and accurate billing and documentation, you are alerted to that fact.
For instructions on any of these features, see [*Additional Search and Filtering Features for Diagnoses*](#additional-search-and-filtering-features-for-diagnoses).
2. Select the diagnosis that you want from the search results, Or, if you cannot find the diagnosis you want in the search results, see [*Entering Diagnoses as Free Text*](#entering-diagnoses-as-free-text).
The number of diagnoses that you are allowed to choose from the search results depends on your starting point. For example:
* If you are entering a charge transaction, you are allowed to select more than one diagnosis from the search results. As you select each diagnosis, it is added to the Selected Codes section on the right side of the screen.
* If you are entering a clinical note, you are allowed to select more than one diagnosis. As you select each diagnosis, it is added to the section of the note where you are currently working.
* If you are adding a patient problem independent of a charge or note, you may select only one diagnosis. After you select it, the Add Problem screen is displayed, with the diagnosis that you selected shown on it.
3. (Optional) Perform searches for additional diagnoses as necessary:
1. Click **X** in the **Search** field to clear the prior search phrase.
2. Repeat Step 1 through Step 2.
* Admin - Institution - Problem List - [**Display alert on problems flagged as NOS**](/classic/at_ug/institution#display-alert-on-problems-flagged-as-nos)
## Additional Search and Filtering Features for Diagnoses
After typing some numbers or a phrase into the diagnosis **Search** field (or after selecting a **Search Term** from the **Favorites** or **Department** categories), a list of potential matching diagnosis codes is displayed. Sometimes this list can be quite long, so there are several options available to help you find the specific diagnosis that you want:
* You can use the **Sort** options to change the sort order for the list of potential matches in the Search Results section. See [*Changing the Sort Order for the Diagnosis Search Results*](#changing-the-sort-order-for-the-diagnosis-search-results).
* You can use the **Filter** options to narrow the matches down to a concise list. You apply the **Filter** options *before* selecting a diagnosis. See [*Using the Filter Option for Diagnoses*](#using-the-filter-option-for-diagnoses).
* If you select a diagnosis from the list that is not very specific, you can use the **Refine** feature. The **Refine** feature is used *after* selecting a diagnosis. This feature walks you through selecting a series of attributes from various categories, in order to make the selected diagnosis as specific as possible. See [*Using the Refine Option for Non-Specific Diagnoses*](#using-the-refine-option-for-non-specific-diagnoses).
* If you select a diagnosis that should be accompanied by one or more secondary diagnoses, for full and accurate billing and documentation, you are alerted to that fact. See [*Selecting Secondary Diagnosis Codes*](#selecting-secondary-diagnosis-codes).
* You can save a search that you performed as a **Search Term**, so that you can re-use it later. If you used the **Filter** options during your search, any filtering that you applied is also saved as part of the search term. Search terms are added to you **Favorite Diagnoses** list, so that you can find them quickly. See [*Creating a New Search Term for the Diagnosis Favorites Category*](#creating-a-new-search-term-for-the-diagnosis-favorites-category).
### Changing the Sort Order for the Diagnosis Search Results
After typing some numbers or a phrase into the diagnosis **Search** field (or after selecting a Search Term from the **Favorites** or **Department** categories), a list of potential matching diagnosis codes is displayed in the Search Results. If the list of matches is long, you can change the way it is sorted, to help you find the code you want more easily.
1. In the DIAGNOSES section, click into the **Search** field and type a partial or complete code or a description.
A list of potential matches is displayed in the Search Results.
2. Just below the **Search** field, select one of the **Sort By** options:
* **Default** (the default): Sorts the diagnoses so that the most relevant ones are shown first.
* **Code**: Sorts numerically by code, in ascending order.
* **Description**: Sorts alphabetically by description, in alphabetic order.
The diagnoses are sorted in the selected order.
3. To reverse the sort order, either click the **Sort** icon or click on the same sort option *a second time* (for example, click **Description** a second time to sort in reverse alphabetic order). You might do this if you knew the item you were looking for was near the end of the alphabet.
### Using the Filter Option for Diagnoses
After typing some numbers or a phrase into the diagnosis **Search** field (or after selecting a Search Term from the **Favorites** or **Department** categories), a list of potential matching diagnosis codes is displayed. You can then use the **Filter** button to narrow the results down to a more concise list. By default, the application automatically applies the Age and Gender filters, so that the result list shows only those diagnoses that are appropriate for the patient, based on their age and gender. However, you can turn off these filters if necessary. For example, you might turn off the gender filter when searching for a diagnosis for a patient who is transitioning from one gender to another.
1. In the DIAGNOSES section, click into the **Search** field and type a partial or complete code or a description.
A list of potential matches is displayed.
2. Click the **Filter** button .
A list of filter options opens to the right of the search results. Please note that once you click the **Filter** button to open the filter options, they will automatically open each time you perform a diagnosis search, until you click the **Filter** button again to close them.
3. Select any combination of the filters below (some filters may not be available).
* **Filters by Patient Demographics (Age and Gender)**: Both of these filters are turned on by default. To turn them off, click **Delete** to the right of the filter name under the Current Filters heading.
* **Filters by IMO Classification**: You may see IMO classifications by disease for the terms by which you are searching. For example, when searching for diabetes, you would see filters for trimester classifications for gestational diabetes.
* **Filters by Common Terms**: A series of filters are automatically created based on commonly used terms found in the results. Select any of these filters to view only those diagnoses containing a specific term.
* **Filters by Clinical Area**: Select a Clinical Area filter to view only those diagnoses that are used by a specific specialty.
As you select each filter, the search results are refreshed to show only those diagnoses that match the filter. In addition, the filter name is added to the list of selected filters under the Current Filters heading.
4. (Optional) To unselect a filter and expand the list of results again, click **Delete** to the right of the filter name.
5. Select a diagnosis from the filtered list of diagnoses.
### Using the Refine Option for Non-Specific Diagnoses
After typing some numbers or a phrase into the diagnosis **Search** field (or after selecting a Search Term from the **Favorites** or **Department** categories), a list of potential matching diagnosis codes is displayed in the Search Results section of the screen. If your user profile requires you to select a specific diagnosis, you will see the **Non-Specific Diagnosis** icon to the left of any diagnosis in the search results that is not specific enough. If you select a non-specific diagnosis from this list, the application walks you through selecting a series of attributes from various categories in order to make the diagnosis as specific as possible. This feature is available when:
* Adding a diagnosis on a charge transaction
* Adding a diagnosis on a clinical note
* Adding a diagnosis independent of a charge or note
To use the **Refine** feature:
1. In the DIAGNOSES section, click into the **Search** field and type a partial or complete code or a description.
2. Review the list of matching diagnosis codes and select one.
If you select a non-specific diagnosis indicated by this icon, then one or more diagnosis filter dialog boxes are automatically displayed. Each dialog box shows a category (such as type, a complication, or a severity) with a list of attributes.
(If you select a diagnosis that does *not* have this icon, the diagnosis is simply selected as is, and you are not required to complete the remaining steps.)
3. Select an attribute from each category as it is presented to you. After you select an attribute from a category, the application automatically displays the next category, so that you can quickly step through the process. However, you are not *required* to step through the categories in the order in which they are presented; you can click on any category in any order. The currently selected category is in bold text and has an **Expand** icon next to it:
As you select attributes, some categories may no longer apply and are disabled (grayed out).
4. (Optional) You can undo a previous selection for a category by clicking the **Undo** icon to the left of that category’s name:
Once the diagnosis is detailed enough, the dialog box closes and the refined diagnosis is automatically selected.
* Admin - User - Problem List - [**Allow non-specific diagnoses**](/classic/at_ug/user#allow-non-specific-diagnoses)
### Selecting Secondary Diagnosis Codes
[View a How-To Video on Modifying the Selected Diagnosis Codes (including selecting secondary diagnosis codes).](https://prod-pkhelp.patientkeeper.com/help/tutorials/9.2.0.2/dcc_modify_diagnoses/index.html)
When entering a charge transaction, after you select a diagnosis (from the **Existing**, **Favorites**, or **Department** categories, or by **Searching** for it), the appropriate diagnosis code is added to the Selected Codes area. In some cases, when you select a primary diagnoses, you should also select one or more secondary diagnoses, for full and accurate billing and documentation. The application always alerts you when one or more secondary diagnoses may be applicable, based on a setting in your user profile. Please note that this feature is available only when adding a diagnosis on a charge transaction.
For example, when you select "Obesity, diabetes, and hypertension syndrome" from the IMO vocabulary, that diagnosis is added to the transaction and then any of the following may occur, depending on how your administrator has configured the setting above: you may be *warned* that secondary diagnosis is appropriate, you may be *prompted* to select a secondary diagnosis, or the secondary diagnosis may be *automatically added* to the transaction.
Keep in mind that you can *always* manually add or remove secondary diagnoses, regardless of how the setting above is configured. To do so, follow these steps:
1. In the DIAGNOSES section, select a diagnosis from the **Existing**, **Favorites**, or **Department** categories, or by **Searching** for it.
The diagnosis is added to the Selected Codes area. If it is a primary diagnosis that should be accompanied by one or more secondary diagnoses, then one of the following workflows occurs, based on how the setting above is configured:
* A **Yellow Exclamation** icon is displayed below the diagnosis code. You can do nothing, or you can click it to add a secondary diagnosis. When the Choose Secondary Dxs dialog is displayed, select one or more of the codes, and then click **Ok** to close it.
* The Choose Secondary Dxs dialog box pops up automatically. Select one or more secondary diagnoses from the dialog, or select none, and then click **Ok** to close the dialog.
* The secondary diagnoses are automatically added to the charge transaction without any user intervention. Please note that only the "preferred" secondary diagnosis codes are added (those listed above the "Additional Options" section of the dialog box). If necessary, you can delete any of the secondary diagnoses that are not appropriate for the patient by clicking **Delete** to the right of the diagnosis. You can also click the **Yellow Exclamation** icon to view and select from the diagnoses that are listed under the "Additional Options" section of the dialog box.
If you selected a secondary code in any of the workflows above (or if they were selected automatically), they are now listed in the Selected Codes area of the Charge Transaction screen.
2. (Optional) If you want to view or re-display the Choose Secondary Dxs dialog box for any reason, you can click the **Yellow Exclamation** icon to display the dialog again, and then select a secondary diagnosis.
* Admin - User - Problem List - [**Select Secondary Diagnoses**](/classic/at_ug/user#select-secondary-diagnoses)
## Entering Diagnoses as Free Text
If you cannot find the diagnosis that you want by looking in the **Favorites** or **Department** categories, or by performing a **Search** for it, you may be able to enter it as free text. This feature is available when:
* Adding a diagnosis on a charge transaction
* Adding a diagnosis on a clinical note
* Adding a diagnosis independent of a charge or note
The free text option is available only if your administrator has enabled it for you. Use free text diagnoses and sparingly, as all free text items must be reconciled by administrative staff.
1. In the DIAGNOSES section, click into the **Search** field and type a description of the diagnosis.
2. Review the search results to confirm that the item you are looking for does not already exist as a legitimate diagnosis code.
3. If you cannot find the item you want in the results, click on the **Add as Free Text** button, located at the top right of the search results list.
4. Your next step depends on your starting point:
* If you are entering a charge transaction, the free text diagnosis is added to the Selected Codes section on the right side of the screen, followed by the **Yellow Exclamation** icon
* If you are entering a clinical note, the free text diagnosis is added to the section of the note where you are currently working.
* If you are adding a patient problem independent of a charge or note, the Add Problem screen is displayed, with the free text diagnosis shown on it.
* When entering a diagnosis on a clinical note, or when adding a diagnosis independent of a charge or note:
Admin - User - Problem List - [**Allow Free Text Diagnoses**](/classic/at_ug/user#allow-free-text-diagnoses)
* When entering a diagnosis on a charge transaction:
Admin - User - Charge Capture - [**Allow Free Text Diagnoses**](/classic/at_ug/user#allow-free-text-diagnoses)
## Editing, Resolving, or Deleting Problems
To modify or delete a problem for a patient, follow these steps:
1. Select a patient on the **Patient List** tab, or click on the **Details** icon from another option.
2. Click the **Problems** display option.
Any problems already associated with the patient are displayed in the summary Problem List window.
3. Click on the problem you want to modify or delete. The details of that problem are displayed in the Problem Detail window. At the top of the window are the **Edit** and **Delete** buttons.
* To mark a problem as Resolved (the patient no longer has the condition because it has been resolved), you have two options:
* Click the **Resolve** button associated with the problem on the Summary pane. Resolving a problem in this manner changes the **Status** from "Active" to "Resolved" and updates the **Resolved** and **Last Used** values with the current date and time.
* Click the **Edit** button in the Problem Detail pane. In the Edit Problem window, select "Resolved" in the **Status** field. The **Resolved** values are updated with the current date and time.
A Resolved problem continues to be displayed in the Problem List display option, but is removed from the **Existing** list when adding a charge transaction or clinical note.
* To mark a problem as Inactive (the problem is not currently active for the patient):
* Click the **Edit** button in the Problem Detail pane. In the Edit Problem window, select "Inactive" in the **Status** field.
An Inactive problem continues to be displayed in the Problem List display option, but is removed from the **Existing** list when adding a charge transaction or clinical note.
* To activate a problem that was previously marked as Resolved or Inactive:
* Click the **Activate** button associated with the problem on the Summary pane. The **Status** changes to "Active," the **Resolved** date and time are cleared (for previously Resolved problems), and the **Last Used** values are updated with the current date and time.
* To delete a problem, click the **Delete** button, and then click **Yes** to confirm the deletion. You might delete a problem if it were entered in error. The problem is removed from the Problem List display option, as well as from the **Existing** list when adding a charge transaction or clinical note.
* To modify the problem, click the **Edit** button. In the Edit Problem dialog box, change any of the desired fields, and then click **Save**.
## Managing Diagnosis Favorites and Department Categories
[View a How-To Video on Managing your Favorites and Department Lists](https://prod-pkhelp.patientkeeper.com/help/tutorials/9.2.0.2/dcc_manage_lists/index.html)
The **Favorites** category contains those diagnoses that you yourself have personally marked as favorites (or that your administrator has marked as favorites for you). The **Department** category contains the diagnoses that your administrator has deemed useful to all members of your department. You can make a substantial number of changes to the items within these two categories as indicated by the topics above.
### Adding or Removing Items to/from the Diagnosis Favorites Category
[View a How-To Video on Managing your Favorites and Department Lists (including adding/removing favorites)](https://prod-pkhelp.patientkeeper.com/help/tutorials/9.2.0.2/dcc_manage_lists/index.html)
You can mark or unmark any number of items (diagnosis codes, diagnosis macro groups, search terms, or subcategories) as personal favorites, so that they appear in the **Favorites** category in the DIAGNOSES section. There are several ways to do this, as indicated by the topics above.
[**View a How-To Video on Managing your Favorites and Department Lists (including adding/removing favorites)**](https://prod-pkhelp.patientkeeper.com/help/tutorials/9.2.0.2/dcc_manage_lists/index.html)
After selecting a diagnosis for the current charge transaction or clinical note, you can mark it as a favorite for future use. Or conversely, if the code is *already* on your **Favorites** list, you remove it from all categories and subcategories of your **Favorites** list.
When removing codes from your **Favorites**, if you want to remove it from only one specific category of your **Favorites** list, use this method instead: [***Unfavoriting an Item That Is Listed in the Diagnosis Favorites Category***](#unfavoriting-an-item-that-is-listed-in-the-diagnosis-favorites-category).
1. Use any method to select a diagnosis code for the current charge transaction or clinical note.
2. Hover your mouse cursor over the selected diagnosis in the Selected Codes section of the Charge Transaction screen, or in the section of the note where the selected diagnosis is displayed, to expose the **Favorites** button to the left of the diagnosis code.
* If the code is not yet on your **Favorites** list, the button shows as white: . Click the button to add it to your **Favorites** list.
The button changes to gold and the code is added to the very top of your **Favorites** list. If you want to move it to a different position on your **Favorites** list, see [***Sorting Items in the Diagnosis Existing, Favorites, or Department Categories***](#sorting-items-in-the-diagnosis-existing-favorites-or-department-categories).
* If the code is already on your **Favorites** list, the button shows as gold: . Click the button to remove the code from your **Favorites** list.
The button changes to white and the code is removed from all categories and subcategories of your **Favorites** list.
[**View a How-To Video on Managing your Favorites and Department Lists (including adding/removing favorites)**](https://prod-pkhelp.patientkeeper.com/help/tutorials/9.2.0.2/dcc_manage_lists/index.html)
When selecting diagnosis codes, if you see a diagnosis code displayed in the **Existing** list that you want to add to your **Favorites** list, you can easily do so. Or conversely, if a code from the **Existing** list *already* on your **Favorites** list, you can remove it from all categories and subcategories of your **Favorites** list.
When removing codes from your **Favorites**, if you want to remove it from only one specific category of your **Favorites** list, use this method instead: [***Unfavoriting an Item That Is Listed in the Diagnosis Favorites Category***](#unfavoriting-an-item-that-is-listed-in-the-diagnosis-favorites-category).
1. Click on the **Existing** category to open it and review its contents.
A **Favorites** toggle button ( or ) is located to the left of every item in the **Existing** category,
2. Identify the code from the **Existing** category that you want to mark as a favorite.
* If the item is not yet on your **Favorites** list, the button shows as white: . Click the button to add it to your **Favorites** list.
The button changes to gold and the item is added to the very top of your **Favorites** list. If you want to move it to a different position on your **Favorites** list, see [***Sorting Items in the Diagnosis Existing, Favorites, or Department Categories***](#sorting-items-in-the-diagnosis-existing-favorites-or-department-categories).
* If the item is already on your **Favorites** list, the button shows as gold: . Click the button to remove the item from your **Favorites** list.
The button changes to white and the code is removed from all categories and subcategories of your **Favorites** list.
[View a How-To Video on Managing your Favorites and Department Lists (including adding/removing favorites)](https://prod-pkhelp.patientkeeper.com/help/tutorials/9.2.0.2/dcc_manage_lists/index.html)
When selecting diagnosis codes, you may see a diagnosis code, diagnosis macro group, or diagnosis search term listed in the **Department** category that you want to add to your **Favorites** list.
5. You can add items to your **Favorites** list using either method below:
* If you want to add items directly from the Charge Transaction, NoteWriter template, or Problem Selection screen, skip to Step 2 below.
* If you want to work from the Diagnosis List Management screen (for diagnosis macro groups, you must use this method):
* From the Charge Transaction screen, click **Settings** , located on the far right side of the DIAGNOSES section heading, and then proceed to Step 2.
* From the Problem Selection screen, click **More** , located on the far right side of the heading, select **Diagnosis List Management** from the menu, and then proceed to Step 2.
6. Click on the **Department** category and/or subcategories to open them and review their contents.
A **Favorites** button ( or ) is located to the left of every item in the **Department** categories,
7. Identify the code, diagnosis macro group, or search term from a **Department** category that you want to mark as a favorite.
* If the item is not yet on your **Favorites** list, the button shows as white: . Click the button to add it to your **Favorites** list.
The button changes to gold and the item is added to the very top of the main **Favorites** category. If you want to move it to a different position on your **Favorites** list, see [*Sorting Items in the Diagnosis Existing, Favorites, or Department Categories*](#sorting-items-in-the-diagnosis-existing-favorites-or-department-categories).
* If the item is already on your **Favorites** list, the button shows as gold: . You can add this item to your **Favorites** list again, if for example, you want to add it to more than one subcategory. When you click the gold **Favorites** button, the item is added to the main **Favorites** category. (If it is *already* listed in the main **Favorites** category, it won’t be added again. First, move that iteration to a subcategory, and then you can add another copy to the main category.)
If the Department item is currently hidden (as indicated by this icon ), you can still add or remove it to/from your **Favorites** list by clicking the **Favorites** button (which shows as white when not favorited, or gray when favorited).
8. Click **Close** at the top right corner of the Diagnosis List Management screen.
[View a How-To Video on Managing your Favorites and Department Lists (including favoriting a Department subcategory)](https://prod-pkhelp.patientkeeper.com/help/tutorials/9.2.0.2/dcc_manage_lists/index.html)
When selecting diagnosis codes, you may see an entire subcategory under the **Department** category that you would like to mark as a favorite. When you do so, you are essentially creating a copy of the **Department** subcategory (and all of its contents) in your **Favorites** list. Once that is done, the new **Favorites** subcategory becomes your own, and can be changed in any manner that you see fit. For example, you can rename the subcategory, add or remove items to/from it, sort the items within it, or delete it entirely. None of these changes affect the original **Department** subcategory.
1. Depending on your starting point, use either of these methods:
* From the Charge Transaction screen, click **Settings** , located on the far right side of the DIAGNOSES section heading.
* From the Problem Selection screen, click **More**, located on the far right side of the heading, and then select **Diagnosis List Management** from the menu.
2. Click on the **Department** category and/or subcategories to open them and review their contents.
A white **Favorites** button is located to the left of every subcategory name, and either a gold or white **Favorites** button is ( or ) is located to the left of every individual item within each subcategory.
3. Identify the subcategory within the **Department** category that you want to mark as a favorite and click the white **Favorites** button located to the left of the subcategory name.
If the **Department** subcategory is currently hidden (as indicated by this icon ), you can still mark as a favorite by clicking the white **Favorites** button .
A new subcategory of the same name, with all of its contents, is added to the **Favorites** folder (unless you already have a subcategory of the same name in your **Favorites** folder, in which case the new subcategory has "\_copy" appended to the name). Note that the **Favorites** button next to the original **Department** subcategory name remains white, but the **Favorites** button next to all the items within the subcategory turn to gold.
This newly created subcategory under **Favorites** is now a separate entity from the **Department** subcategory, and as such, can be fully customized. See the related topics below.
4. Click **Close** at the top right corner of the Diagnosis List Management screen.
You cannot unfavorite a **Department** subcategory. If you want to remove an entire subcategory from your **Favorites** list (whether you created it manually, or you copied from a **Department** subcategory as described above), you must instead delete it. See [*Deleting a Subcategory from Diagnosis Favorites*](#deleting-a-subcategory-from-diagnosis-favorites).
### Creating a New Search Term for the Diagnosis Favorites Category
[View a How-To Video on Selecting Diagnosis Codes (including creating a new search term)](https://prod-pkhelp.patientkeeper.com/help/tutorials/9.2.0.2/dcc_select%20diagnoses/index.html)
If you find that you are searching for the same diagnosis over and over again, you can save your search as a Search Term, so that you can re-use it later. In addition, if you used the **Filter** options when performing your search, you can save that search criteria as part of your Search Term. The Search Term is added to your **Favorites** category for future use. It is preceded by a **Search** icon so that you can distinguish it from regular diagnosis codes, as in these examples:
\[ chest pain] or \[ R07]
A Search Term consists of the following:
* A name: This is simply a label for the Search Term. The name is often the same as the search phrase, but can be different.
* A search phrase: This is the phrase that will actually be placed into the **Search** field and used when the search is executed. It can consist of one or more words ("chest pain"), or a partial code ("R07").
* Filters: A Search Term can include one or more filters, but is not required to do so.
There are a few rules that govern how search terms can be named:
* You *cannot* create two personal Search Terms with the same name (the application will prevent you from doing so).
* You *can* create multiple Search Terms that use the same search phrase, but have different filters. For example, you might have two Search Terms that search for the phrase "diabetes," one with a filter of "type 1" and another with a filter of "type 2." These two Search Terms would be required to have different names.
* You *can* create a Search Term that uses the same name as an existing **Department** search term.
To create a Search Term:
1. Click into the diagnosis **Search** field and type a partial or complete code or a description.
A list of potential matches is displayed.
2. (Optional) Use the **Filter** button to further narrow the search results to a more concise list, as described in [*Using the Filter Option for Diagnoses*](#using-the-filter-option-for-diagnoses).
The search results are refreshed to show only those results that match the criteria you selected via the **Filter** criteria.
3. Click the white **Favorites** icon at the far right of the diagnosis **Search** field:
4. In the Favorite Search Name dialog box, give the **Search Term** a name (the phrase you used in Step 1 is the default name), and then click **OK**.
The **Search Term** is added to the top of the **Favorites** category for future use, and is preceded by a **Search** icon, as in this example:
### Unfavoriting an Item That Is Listed in the Diagnosis Favorites Category
[View a How-To Video on Managing your Favorites and Department Lists (including unfavoriting an item)](https://prod-pkhelp.patientkeeper.com/help/tutorials/9.2.0.2/dcc_manage_lists/index.html)
While reviewing the contents of your **Favorites** category, you may decide that a particular diagnosis code, diagnosis macro group, or search term is no longer useful and wish to remove it. (Diagnosis macro groups can only be removed via the Diagnosis List Management screen.)
1. You can remove items from your **Favorites** list using either method below:
* If you want to remove it directly from the Charge Transaction, NoteWriter template, or Problem Selection screen, skip to Step 2 below.
* If you want to work from the Diagnosis List Management screen:
* From the Charge Transaction screen, click **Settings** , located on the far right side of the DIAGNOSES section heading, and then proceed to Step 2.
* From the Problem Selection screen, click **More** , located on the far right side of the heading, select **Diagnosis List Management** from the menu, and then proceed to Step 2.
2. Click on the **Favorites** category to open it and review the contents. If there are subcategory folders defined, click on them to expand them as well so that you can review their contents.
* A gold **Favorites** button is located to the left of every diagnosis code or search term.
* A **Delete** button is located to the right of every diagnosis macro group.
3. Identify a diagnosis code, diagnosis macro group, or search term in the **Favorites** main category or in a subcategory that you want to unfavorite and then take one of the actions below:
* Click the gold **Favorites** button to the left of the diagnosis code or search term, or
* Click the **Delete** button to the right of the diagnosis macro group.
The item is immediately removed from the **Favorites** category or subcategory. Please note that if the same item is listed multiple times in your **Favorites** list (in different subcategories), each one treated independently from the others. This allows you to unfavorite it from one subcategory, but keep it in another.
4. Click **Close** at the top right corner of the Diagnosis List Management screen.
### Showing or Hiding Items in the Diagnosis Department Category
[View a How-To Video on Managing your Favorites and Department Lists (including showing/hiding department items.](https://prod-pkhelp.patientkeeper.com/help/tutorials/9.2.0.2/dcc_manage_lists/index.html)
Your administrator defines the diagnosis items that are included within the **Department** category for all users in the department. If an item or subcategory is not useful to you, you can hide it in order to make your diagnosis lists more streamlined. At any time, you can also show it again if you decide it is something you need after all. (Note that you cannot show/hide items in the **Existing** or **Favorites** categories.)
1. Depending on your starting point, use either of these methods:
* From the Charge Transaction screen, click **Settings** , located on the far right side of the DIAGNOSES section heading.
* From the Problem Selection screen, click **More** , located on the far right side of the heading, and then select **Diagnosis List Management** from the menu.
2. Click on the **Department** category to open it and review the contents. If there are subcategory folders defined, click on them to expand them as well so that you can review their contents.
A **Show/Hide** toggle button ( or ) is located to the right of every subcategory, as well as next to each item within that subcategory.
3. Identify an item or subcategory that you want to show or hide and then click the **Show/Hide** button next to that item to change its status.
* When an item or subcategory is currently visible, the **Show/Hide** button looks like this:
* When an item or subcategory is currently hidden, the **Show/Hide** button looks like this:
4. Click **Close** at the top right corner of the Diagnosis List Management screen.
### Sorting Items in the Diagnosis Existing, Favorites, or Department Categories
[View a How-To Video on Sorting your Existing, Favorites, and Department Lists.](https://prod-pkhelp.patientkeeper.com/help/tutorials/9.2.0.2/dcc_sort_lists/index.html)
On the various diagnosis lists, items are sorted as follows:
* **Existing**: Diagnosis codes are sorted in reverse chronological order by the date last used (most recently used codes first).
* **Favorites**: After you mark an item as a favorite, it is immediately added to the very top of the **Favorites** category.
* **Department**: The codes and subcategories have a specific, predefined sort order, as defined by your administrator.
At any time, you can change the order in which the codes are listed in these categories, to display them in a more meaningful manner.
1. You can sort items using either method below:
* If you want to sort directly from the Charge Transaction, NoteWriter template, or Problem Selection screen, start at Step 2 below.
* If you want to work from the Diagnosis List Management screen:
* From the Charge Transaction screen, click **Settings** , located on the far right side of the DIAGNOSES section heading, and then proceed to Step 2.
* From the Problem Selection screen, click **More** , located on the far right side of the heading, select **Diagnosis List Management** from the menu, and then proceed to Step 2.
2. Click on the **Existing**, **Favorites**, or **Department** category to open it and review the contents. If there are subcategory folders defined, click on them to expand them as well so that you can review their contents.
A **Sort** button is located to the right of the **Existing**, **Favorites**, and **Department** main categories, as well as next to the subcategories within those categories. Note that a category/subcategory must be open before the **Sort** button becomes available.
3. Identify a category whose codes or subcategories you want to reorder and then click **Sort**next to that category.
4. Choose the manner in which you want to sort:
* **Sort Folder Content by Code**: Sorts the diagnoses within the selected category alphanumerically by code. This does not impact the content of any subfolders within the category.
* **Sort Folder Content by Description**: Sorts the diagnoses within the selected category alphabetically by description. This does not impact the content of any subfolders within the category.
* **Sort Folder Content by Last Used**: This option appears only for the **Existing** category. It sorts the diagnoses by the date the code was last used for the patient (which is listed in parenthesis next to each diagnosis).
* **Sort Subfolders by Description**: This option appears only if subfolders exist within the selected category. It sorts the subfolders alphabetically but does not impact the other content within the current folder.
* **Drag and Drop:** If you are working from the Diagnosis List Management screen, you can use drag and drop to change how items are sorted. Just click and hold on an item, drag it to a new position, and drop it.
* In the **Favorites** category:
* If you are sorting the individual diagnosis codes, macro groups, or search terms *within* a given folder, you can just drop an item to a new location within the folder contents.
* If you drop a diagnosis code, diagnosis macro group, diagnosis search term, or folder directly on top of a folder name, it goes *into* that folder.
* If you drop a folder just above or just below another folder name (at the top third or bottom third of the folder name), it goes above or below that folder, at the same level.
* In the **Department** category:
* Only top-level **Department** folders can be dragged and dropped. Subfolders and individual items within a folder cannot be moved.
* If you drop a top-level folder just above or just below another top-level folder name (at the top third or bottom third of the folder name), it goes above or below that folder, at the same level.
* **Department** folders cannot be moved into another **Department** folder. For example, if you drop a folder directly on top of another folder, it does not move.
* **Department** folders cannot be moved into the **Favorites** folder, or vice versa.
* Click **Close** at the top right corner of the Diagnosis List Management screen.
### Creating a Subcategory for Diagnosis Favorites
[View a How-To Video on Managing your Favorites and Department Lists (including creating a Favorites subcategory)](https://prod-pkhelp.patientkeeper.com/help/tutorials/9.2.0.2/dcc_manage_lists/index.html)
If you designate a lot of diagnosis codes as favorites, your **Favorites** list may eventually become too long and disorganized to be useful. In this case, you can create subcategory folders to better organize your **Favorites** list. (Note that you cannot create new subcategories in the **Existing** or **Department** categories.)
1. Depending on your starting point, use either of these methods:
* From the Charge Transaction screen, click **Settings** , located on the far right side of the DIAGNOSES section heading.
* From the Problem Selection screen, click **More**, located on the far right side of the heading, and then select **Diagnosis List Management** from the menu.
2. Click on the **Favorites** category to open it and review the contents. If there are already subcategory folders defined, click on them to expand them as well so that you can review their contents.
3. Add a new folder for a subcategory:
* Click *Add Folder* just below the **Favorites** heading to add a child folder directly beneath it.
* Click *Add Folder* just below an existing subcategory to add a child folder directly beneath it.
A new folder is created with a default name of "New Folder."
4. Click into the folder name field, replace the words "New Folder" with the desired subcategory name, and then click anywhere outside of the field.
The newly named subcategory is created. You can now add items to it by dragging an item from elsewhere in the **Favorites** category and dropping it into the newly named folder (drop it directly onto the folder name).
5. Click **Close** at the top right corner of the Diagnosis List Management screen.
### Renaming Items or Subcategories in Diagnosis Favorites
[View a How-To Video on Managing your Favorites and Department Lists (including renaming a Favorites subcategory)](https://prod-pkhelp.patientkeeper.com/help/tutorials/9.2.0.2/dcc_manage_lists/index.html)
You can rename any item listed in the **Favorites** category, which includes the items below. When you rename one of these items, it is renamed only in your personal **Favorites** list; it is not changed system-wide.
* Subcategory names
* Diagnosis code descriptions
* Diagnosis macro group names
* Diagnosis search term names
To rename an item:
1. Depending on your starting point, use either of these methods:
* From the Charge Transaction screen, click **Settings** , located on the far right side of the DIAGNOSES section heading.
* From the Problem Selection screen, click **More** , located on the far right side of the heading, and then select **Diagnosis List Management** from the menu.
2. Click on the **Favorites** category to open it and review the contents. If there are subcategory folders defined, click on them to expand them as well so that you can review their contents.
3. Identify the item or subcategory that you want to rename, and then click **Edit** to the right of its name.
The name becomes an editable field.
4. Click into the name field, change or replace the existing name with the desired name, and then click anywhere outside of the field.
The item is renamed.
5. Click **Close** at the top right corner of the Diagnosis List Management screen.
### Deleting a Subcategory from Diagnosis Favorites
You can delete a **Favorites** subcategory if it is no longer useful. When you delete a subcategory, that subcategory and all the items within it are removed from the **Favorites** list. If an item was listed in the deleted subcategory, *as well as in another subcategory* elsewhere within **Favorites**, it is *not* removed from the other subcategory.
You cannot delete subcategories in the **Department** folder. Instead, you can hide them.
1. Depending on your starting point, use either of these methods:
* From the Charge Transaction screen, click **Settings** , located on the far right side of the DIAGNOSES section heading.
* From the Problem Selection screen, click **More**, located on the far right side of the heading, and then select **Diagnosis List Management** from the menu.
2. Click on the **Favorites** category to open it and review the contents. If there are subcategory folders defined, click on them to expand them as well so that you can review their contents.
3. Identify the subcategory that you want to delete, and then click **Delete** to the right of the subcategory name.
4. When asked to confirm the deletion, click **Delete**.
The subcategory and all the items within it are removed from the **Favorites** category.
5. Click **Close** at the top right corner of the Diagnosis List Management screen.
### Pinning a Diagnosis Category or Subcategory Open
[View a How-To Video on Managing your Favorites and Department Lists (including pinning a category open)](https://prod-pkhelp.patientkeeper.com/help/tutorials/9.2.0.2/dcc_manage_lists/index.html)
You can "pin" a category or subcategory open, so that it is always displayed as "open" whenever you access the Charge Transaction, NoteWriter template, or Problem Selection screen. You can do this for the main **Existing**, **Favorites**, and **Department** categories, as well as for any of the subcategories underneath them.
1. Depending on your starting point, use either of these methods:
* From the Charge Transaction screen, click **Settings** , located on the far right side of the DIAGNOSES section heading.
* From the Problem Selection screen, click **More**, located on the far right side of the heading, and then select **Diagnosis List Management** from the menu.
A **Pin** toggle button ( or ) is located to the right of the **Existing**, **Favorites**, and **Department** categories, as well as next to all of the subcategories underneath them.
2. Identify the main category (**Existing**, **Favorites**, or **Department**) or subcategory that you want to pin open or closed. Then click the **Pin** button next to that item.
* When a category/subcategory is currently pinned open, the **Pin** button looks like this: . Note that when you pin open a subcategory (such as a subcategory under **Favorites**), it automatically also pins open the parent category (the **Favorites** category in this example).
* When a category/subcategory is currently pinned closed, the **Pin** button looks like this: . Note that when you pin closed a main category (such as **Favorites**), all subcategories underneath it are automatically pinned closed as well.
3. Click **Close** at the top right corner of the Diagnosis List Management screen.
## Showing or Hiding Numeric Diagnosis Codes
You can opt to either show or hide the numeric ICD-10 codes for all the diagnoses that are listed in the Problem Selection screen. When you choose to show the codes, the screen shows both ICD-10 codes and diagnosis descriptions. When you choose to hide the codes, the screen shows only diagnosis descriptions. This preference affects all codes in the **Existing**, **Favorites**, and **Department** categories, and it also shows or hides the codes in the search results when you perform a search for a diagnosis. The setting for this preference is available on the Problem Selection screen that is seen when adding a problem via the **Patient List > Problems** display option, but please note that whatever choice you make there (to show or hide the codes) also affects the Problem Selection screen that is seen when entering a diagnosis on a clinical note.
On the Charge Transaction screen there is a similar option to show or hide codes (for both diagnoses and charges), but that setting affects *only* the Charge Transaction screen (see [*Customizing the DIAGNOSES and CHARGES Section (Center Pane)*](/classic/enter_patient_data/entering-or-editing-charges#customizing-the-diagnoses-and-charges-section-center-pane)).
To set your preference for showing or hiding diagnosis codes when entering problems or clinical notes:
1. From the **Patient List > Problems** display option, click **Add** to add a new problem.
2. Click **Find Problem**.
The Problem Selection screen opens.
3. Click **More** at the far right side of the Problem Selection heading.
4. Check or uncheck (the default) the box for the **Hide diagnosis codes** option, as desired.
## Showing or Hiding Inactive Diagnoses on the Existing List
You can opt to either show or hide any discontinued diagnoses on the patient’s **Existing** list. Diagnosis codes are updated each year, and as a result, a code that was included on your patient’s **Existing** list in the past (such as an old ICD-9 code) may be inactive today. Please note that this is different from a patient diagnosis that has been marked as resolved or inactive because the patient no longer has the condition. Patient diagnoses that were marked as resolved or inactive never show on the **Existing** list.
The setting for this preference is available on the DIAGNOSES screen that is seen when adding a diagnosis on a clinical note, and it affects *only* that screen.
On the Charge Transaction screen there is a similar option to show or hide discontinued diagnoses on the **Existing** list, but that setting affects *only* the Charge Transaction screen (see [*Customizing the DIAGNOSES and CHARGES Section (Center Pane)*](/classic/enter_patient_data/entering-or-editing-charges#customizing-the-diagnoses-and-charges-section-center-pane)).
To set your preference for showing or hiding inactive diagnoses on the **Existing** list when entering clinical notes:
1. Start the process for entering a clinical note, and then click into the DIAGNOSES field on any section of the note that contains that field (such as the **A/P** section).
The DIAGNOSES field expands to show the **Existing**, **Favorites**, and **Department** lists.
2. Click **More** at the far right side of the heading.
3. Check or uncheck (the default) the box for the **Hide inactive diagnoses** option, as desired.