A diagnosis must be recorded on each invoice in order for a client to submit their invoice as a superbill and/or for claims to pull in the appropriate diagnosis as required by insurance. To save you time, the Auto Invoice Diagnosis setting allows new invoices to pull in the existing diagnosis for a client from a selection of sources.
To manage/edit this setting, go to Settings > Practice Settings > Billing.
NOTE: Adjusting this setting will only affect new invoices going forward. Existing invoices will not automatically update after changing this setting.
NOTE TO GROUPS: For groups in which a client may be assigned to more than one clinician, it is recommended to select the "Most Recent Invoice with Diagnosis" option as that is the only setting that will differentiate between diagnoses given by each clinician.
