This article explains how to configure DX mapping and pointers, allowing you to change the diagnosis pointers on a per-patient and per-service basis.
Overview
When you access a patient case, the order of the diagnosis codes is the order they appear on the claim. By default, the claim will pull the first four diagnosis codes, listed from top to bottom.
Why Change DX Mapping?
There are times when a specific service requires the diagnosis pointers to be in a different order than the default setting. This can be configured initially or edited after the service has been applied to a ledger or billed.
Methods in Setting or Updating DX Mapping
Method #1: Setting Up DX Mapping On Default Charges
Navigate to the Patient Profile < Cases Tab < Defaults / Patient Rates/ Recurring Charges Tab.
Select the Charge you would like to map the DX for
For example, if you need to change the DX mapping for therapeutic exercises, locate this service.
Override Default Mapping:
In the DX mapping column, click "Override."
A confirmation message will appear—click "Yes."
Click the plus sign to add the new order of DX codes.
Select the Order of DX Codes:
Click the checkboxes in the order you want the codes to appear.
Hit "Save."
NOTE: This dx order set up in default charges is different from the case level.
Method #2: Applying DX Changes from the Transaction Modal
Navigate to your Patient Profile < New Transaction.
Add the charge/service.
Click on the plus sign in the ICD column.
A screen will pop up listing the DX codes that are listed on the patient's case. The order they are checked off, is the order it will create the DX pointers. Save.
NOTE: If the service is set up as a default service with DX mapping already applied, it will pull up automatically.
Method #3: Applying DX Changes from the SOAP Notes Screen
Pull up a Patient on the soap notes screen.
Click on the Charges to edit the dx codes.
This will look and act exactly like the transaction modal. Follow method #2 above.
Note, if the service is set up as a default service with DX mapping already applied, it will pull up automatically.
Method #4: Applying DX Changes To A Single Transaction On A Ledger
If DX mapping did not take place at the time charges were entered, you can apply DX mapping after the fact by editing the transaction on the ledger.
Navigate to the Patient's ledger > click on the Edit button under the Edit column
This will look and act exactly like the transaction modal. Follow method #2 above.
Method #5: Applying DX Changes To A Charge On A Ledger After It Has Been Billed
Once a charge has been billed, you cannot make a dx change on a charge without rebilling. Therefore, you have to first rebill the service in order to make any changes to the DX mapping.
Navigate to the Patient's ledger > Insurance History tab > click Set to Rebill (on ALL services rendered or the specific day in question) > Save.
Navigate to the Patient's ledger > click on the Edit button under the Edit column
This will look and act exactly like the transaction modal. Follow method #2 above.
Important things to Note:
By default, the claim will pull the first 12 DX codes from the patient's case.
Each service will default to point to the first four DX codes in the case.
You can direct them differently by setting up DX mapping for various services as needed. This flexibility ensures that the correct diagnosis codes are used for specific services.