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User Can’t Select a Procedure Code in the Service Note

This may be due to a few different issues.

  1. The Clinician who provided the service does not have the appropriate license/degree OR their license may be expired
  2. The selected program does not have this procedure code as an option.

Troubleshooting steps:

Check the clinician’s licenses/degrees.

  1. Click the Search icon.
  2. Type in “Staff/Users” in the search bar.
  3. Select “Staff/Users (Administration)” from the search results.
  4. This takes you to the Staff/Users list page. Find the Clinician and click on their name to access their Staff Details screen.
  5. Click on the Licenses/Degrees tab. Confirm that the clinician’s licenses/degrees are set up appropriately for their licenses. See Set the User’s Licenses/Degrees on requirements. Make any changes as needed. Make sure to check the expiration date – if the service is on a date that is not covered by the license dates, the staff will not have access to the procedure codes.
  6. Review the clinician’s licenses and compare to Appendix C – Licenses/Degrees to determine if the clinician’s licenses allow for use of that procedure code.

Check the program’s associated procedure codes.

  1. Click the Search icon.
  2. Type in “Programs” in the search bar.
  3. Select “Programs (Administration)” from the search results.
  4. This takes you to the Programs list page. Find the program in question and click on the program name.
  5. This takes you to the Program Details page. Click on the Rules tab and review the list of Procedures to determine if the requested procedure is included.

NOTE: Before fixing this issue, confirm that the program is supposed to include this procedure code. To address this issue, see Program Administration.