When you create a bill and search for and add diagnosis codes, the system uses the default diagnosis list configured in your Settings > Templates > Encounter.

If your clinic bills in multiple provinces, you can link additional diagnosis sets to different payment issuers. Once a link is created, when you create a bill and select the payment issuer, the linked diagnosis set is used.

For example, if your clinic serves patients from both British Columbia and Alberta and you mainly see patients from British Columbia, you can set the BC Diagnostic List as your clinic’s default and link the AB Diagnostic List with the Alberta Health Care Insurance Plan (AHCIP) payment issuer. This way, you can use the BC Diagnosis list for Medical Service Plan (MSP) bills and the AB Diagnosis list for AHCIP bills.

This setup streamlines your billing workflows, ensures you use the correct diagnosis codes and reduces billing errors.

1. From the main menu, click Settings > Billing.

2. Under Payment Issuer and Diagnosis Set Link, click + New link.

3. To link a diagnosis set with a payment issuer, in the New link window, select a Payment Issuer and Diagnosis Set.

4. Click Save.

The link is created and appears under Payment Issuer and Diagnosis Set Link.

5. To edit a link, click it. To remove a link, click the x and confirm your action.