Client Cards | Managing the Diagnosis Card

This guide provides essential instructions for effectively managing client diagnosis cards, ensuring accurate and up-to-date information while preserving historical data. By following these steps, users can easily edit, add, or delete diagnoses while maintaining a clear record of changes. It also highlights the importance of not altering current diagnoses, protecting the integrity of client histories.

Noteable Support
15 steps

Mynoteable

The Diagnosis Card is setup to autofill on specified reports across Noteable. Please ensure when adding a Diagnosis you are adding the **DATE THE DIAGNOSIS WAS PROVIDED** in the "Diagnosis of" date field and not the date of entry (which the date will default to). This will ensure that all reports can pull the information without an issue and that the information regarding diagnosis is accurate across records.

Editing Existing Diagnosis

Navigate to the client's page and click the Edit Pencil on the Diagnosis Card to make edits or enter new Dx information for the client.

To edit the existing Diagnosis select the edit pencil on the active Dx Card.

Click "Yes, edit this historical diagnosis"

Make edits/corrections as needed on the client's current diagnosis.

Click "Save Diagnosis"

Adding New or Updated Diagnosis

To add NEW or UPDATED Diagnosis select the Add New Card icon highlighted below. **Note: DO NOT EDIT CURRENT DIAGNOSIS INFORMATION, we want to ensure that all historic diagnosis details remain in tact.**

Click the "Diagnosis as of" field to enter the date the new diagnosis was provided.

Enter the Provider of the Diagnosis in the "Provided by" field.

Click the "Codes" field to enter the applicable Diagnosis. Add as many codes as needed.

As you being typing the full list of Dx Codes should populate to select from. Once a code is selected the respective "Description" will autofill on the text field to the right.

Add any additional Narrative details as needed.

Click "Save Diagnosis"

Deleting a Diagnosis

To delete a Diagnosis card select the "x" on the card that needs to be removed.

Click "Yes, do it" to confirm you'd like to delete the card.

Click "Finished"

Client Cards | Managing the Diagnosis Card

Noteable Support
15 steps

Mynoteable

Editing Existing Diagnosis

Navigate to the client's page and click the Edit Pencil on the Diagnosis Card to make edits or enter new Dx information for the client.

To edit the existing Diagnosis select the edit pencil on the active Dx Card.

Click "Yes, edit this historical diagnosis"

Make edits/corrections as needed on the client's current diagnosis.

Click "Save Diagnosis"

Adding New or Updated Diagnosis

Click the "Diagnosis as of" field to enter the date the new diagnosis was provided.

Enter the Provider of the Diagnosis in the "Provided by" field.

Click the "Codes" field to enter the applicable Diagnosis. Add as many codes as needed.

As you being typing the full list of Dx Codes should populate to select from. Once a code is selected the respective "Description" will autofill on the text field to the right.

Add any additional Narrative details as needed.

Click "Save Diagnosis"

Deleting a Diagnosis

To delete a Diagnosis card select the "x" on the card that needs to be removed.

Click "Yes, do it" to confirm you'd like to delete the card.

Click "Finished"