(EIDBI) Register or Update a Client Diagnosis

The first step after adding a client is to register a diagnosis for a client. No billing or progress notes can be completed without an up-to-date diagnosis.

• This form is required to be complete for all billable forms/notes.
• Billable forms/notes will look for the most recent version of this form and choose the diagnosis from that.

To register or update a diagnosis:

STEP 1: Click on a client’s name to open their chart.

1. Active client list

   

2. Active Client section

   

3. On an a scheduled appointment
   

STEP 2: Select the EID 01 – EIDBI Diagnosis Form

STEP 3: Enter or Update the Client’s Diagnosis

1. Choose the Date of Service (will default to “today’s” date).
2. Select the client’s initial diagnosis from the Primary Diagnosis dropdown
   
   HINT: You can click on this dropdown and start typing to F code to quickly get to the diagnosis.
3. Click the “Add Additional Diagnosis” button to add secondary diagnoses.

STEP 4: Click the “Save & Sign” button

IMPORTANT: Forms dependent on this Diagnosis Form will look for the most recent version to apply a diagnosis. Make sure your dates are set correctly!