How to Add a Problem to the Problem List

  1. You must first have the client open, then click the Search icon.
  2. Type Problem into the search bar.
  3. Click to select Client Clinical Problem Details (Client).
  4. This brings you to the Client Clinical Problem Details screen. Add a problem using the steps below. You can enter as many problems as you need to.
    1. Search for the problem using the ICD-10 code, or the DSM-5 code. You can also search by typing in the Description field. You can also select from your favorites by clicking on the dropdown.
    2. Enter the start date of the problem. This is the date the problem started, not the date you were made aware of the problem.
    3. Select your program from the dropdown menu.
    4. Click Insert.
    5. This will add it to the Problem List section.
  5. If you made a mistake, you can select an item from the Problem List.
    1. This brings the information to the top part of the screen. Make your edits.
    2. When finished, click Modify.
  6. If you need to simply delete a problem that was added in error, click the Delete icon next to the appropriate problem in the Problem List section.
  7. When you’re finished, Click Save.
SDOH Z-codes infograph