Trigger a Service Code to be Automatically Added in the Coding Screen

A service trigger automatically displays a CPT code in the Coding screen of an encounter. The following instructions are to add a service code trigger.

Instructions

1. Access Admin > Encounters / Interviews > Encounter Test Library > click on test category > locate test and open > Service Triggers.
2. In the Location field, select the appropriate location. Note: Practices with multiple locations, the following steps must be repeated for each appropriate location. 
3. Click '+ Add.'
4. In the Add Service Trigger modal, in the Service field, input a service code or service name and click the search icon.
5. Select the service from the list.
6. The Rule field has the following options:
   • Any field: The code triggers if ANY of the options within the Test Fields have data input within the encounter test.
   • All fields: The code triggers if ALL of the options within the Test Fields have data input within the encounter test.
   • Any selected field: The code triggers if ANY SELECTED option within the Test Fields have data input within the encounter test.
   • All selected fields: The code triggers if ALL SELECTED options within the Test Fields have data input within the encounter test. 
7. Click 'Save.' Note: Repeat the steps for additional services triggers. The service triggers associated to the opened test are listed within the grid below the Locations field.
8. Click 'Save.'
9. Log out and log in to see the changes associated to the setting.