Overview
Your agency may choose to have the client's diagnoses pre-selected (or highlighted) in the Time Add Window for staff when they are adding billable service lines. This article will explain how to adjust this setting in Procentive.
Time Add Window - Individual
In this example, all diagnoses are highlighted or pre-selected.
Where to Change These Settings
- Go to the Settings module > Setup tab.
- Scroll down to locate the Time Entry section.
- Make the appropriate selections for both Time(New) pre-select diagnoses individual and Time(New) pre-select diagnoses group.
- Choose Yes if you would like all diagnoses selected.
- Choose No if you do not want any of the diagnoses selected.
- Scroll down to the bottom of the window and click Change.
Pre-select Diagnoses Codes Based on Program
To further narrow down which diagnoses codes are selected by Program, first, follow the steps in the Associate Program to Diagnosis article.
Second, update the following settings in the Settings module:
- Go to the Settings module > Setup tab.
- Scroll down to locate the Time Entry section.
- Select No for both Time(New) pre-select diagnoses individual and Time(New) pre-select diagnoses group.
- Scroll further down in the Time Entry section.
- Select Yes for Pre-select Diagnosis by Program.
- Scroll down to the bottom of the window and click Change.