Don't let notes lock without diagnosis | Voters

Don't let notes lock without diagnosis

under review

Kristina Risola

Providers can sign notes without completing the diagnosis. Either the ability to mark the diagnosis as required so it prevents the note from locking or some other way to prevent this from happening.

October 4, 2022

Tyson Edwards

Merged in a post:

Required Diagnosis Code as an Option

Rachel Church

Please consider giving the option to require a diagnosis code be added prior to locking/co-signing the treatment plan...essentially, making the diagnosis code a required field.

August 18, 2024

Northstar Counseling Center

some clients do not have a diagnosis so maybe the requirement can just be that something has to be written in the line rather than actually linking a diagnosis. For example, being able to type n/a

Tina Koro (IntakeQ)

marked this post as

under review

Christopher Brehm

I'm noticing a lot of comments pro and con regarding requiring a diagnosis. The situation I'm guessing people want to guard against (who want this feature) is the risk of locking a note without a diagnosis under insurance billing scenarios that almost always do require a diagnosis.
My first though is, could "Dx Required" enforcement only be activated when "Billing Type = Insurance"?  The problem with that would be for practitioners seeing people as Cash Pay who want to use a diagnosis, or for situations where there might be out of network insurance billing or when a diagnosis is helpful for other reasons.
So, one option would be to make diagnosis mandatory but let us include in our list of diagnosis codes something like "000.00 - No diagnosis assigned".
Another option would be an on-by-default popup warning before we sign and lock a note: "This note does not include a current diagnosis. Are you sure you want to lock it?" with the option "[  ] Don't show this warning again".

Jessica Sparrow

I use the "current diagnosis" question in my note template...and so there is no "required" option. I can certainly understand and appreciate the flexibility in wanting to make this optional for all who use this EHR but since a diagnosis can only be added through the note. Its easy to finish the note and lock it... only to then have to unlock it to add the diagnosis code. Also the ability to remove a diagnosis in the note but then have to remove it AGAIN on the tab after locking the note is.... so inefficient.

Lisa Hwang

Please do NOT make the diagnosis mandatory. Please allow the option to mark it as "required" if people wish. For those not working with insurance, we do not need to assign codes and diagnoses to our visits, so that would be an inconvenience.

Shawn Faust

This exists already. Set the dx as a required field in the note template.

Christopher Brehm

Shawn Faust, I don't think that applies if you are using the "Current Diagnosis" question type. But it would if you were just using a textbox.

Sarah Lockhart-Palladino

Please make this optional. I don’t bill insurance, and like to work on intakes over a few visits. I still need to lock my notes to pin certain items. Features like this is one of the main reason I moved away from my former EHR.

Angela Fugate

I see that this is planned and that's awesome. Can we have it so our "diagnoses" section in our note lists all dx assigned to that patient and we can check the ones applicable? RIght now it sometimes double-adds the dx. Thanks.

Camille Scent

I just want to emphasize that this feature needs to be OPTIONAL - however you implement it. There are many of us

Doc K Cross

NO! I don't do "diagnosis" because I am acting as a health coach, but I still want to be able to lock my notes.

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