This article covers how to create, manage, activate/deactivate, and use Billing (CPT) and Diagnosis (ICD) codes in QuickerNotes.
Permissions
To manage or use insurance codes, users must have the appropriate Insurance Codes permissions enabled in Settings → Roles & Permissions.
If you don’t see or cannot use codes, your role likely needs updating.
Where Codes Can Be Used
You can add insurance codes to Text Notes and to SOAP Forms (notes made from a SOAP Form Template). The Insurance Codes section is below the note.
You add codes to each note. You cannot add codes inside a SOAP Form Template.
Notes for class visits do not show the Insurance Codes section.
Managing Billing (CPT) & Diagnosis (ICD) Codes
Go to:
Settings → Billing Codes (CPT)
Settings → Diagnosis Codes (ICD)
Each page allows you to:
View your code list
Search by code or description
Create new codes
Edit existing codes
Delete or deactivate codes
Inactive Codes
Deactivated codes no longer appear when searching for codes inside notes.
They remain visible on historical notes (in red) and do not affect printed documents.
To restore a code:
Enable Include inactive codes
Click Edit
Reactivate the code
Adding Codes to Text Notes and SOAP Forms
Users must have the appropriate Add/Remove Insurance Code permissions. The steps are the same for Text Notes and SOAP Forms.
Add Codes
Open the Text Note or SOAP Form.
Go to the Insurance Codes section below the note. If the codes are hidden, select Show Codes.
Select Add billing codes or Add diagnosis codes.
Search by code or description.
Select Select next to each code you want. For billing codes, you can set the quantity (units) before you add the code. Codes that are already on the note show On note.
Select Add selected codes.
Change Units
In Billing Codes, select the quantity or its pencil icon.
Enter a whole number of 1 or more.
Select Save quantity.
To change the place of service (POS) or modifiers for one billing code, see the Superbills article.
Remove a Code
Select the trash icon on the code's row.
Select Remove from note. The code stays available in Settings.
Signed Notes
You can add, change, and remove codes after the note is signed.
Diagnosis Codes From a Case
When you assign a case to a Text Note or SOAP Form that has no diagnosis codes, QuickerNotes adds the case's diagnosis codes to the note. If the note already has diagnosis codes, they do not change.
Insurance Codes Interface Setting
You can choose whether the Insurance Codes panel opens automatically on Text Notes and SOAP Forms.
Go to:
Settings → Profile → Progress Note Settings
Toggle:
Always show Insurance Codes Interface
If this is off, the panel shows a short list of the attached codes. Select Show Codes to open it.
Superbills & Insurance Codes
Superbills are generated from the CPT and ICD codes added to a client’s notes.
When you print a superbill (single or bulk), QuickerNotes pulls:
The CPT codes (procedure codes)
The ICD codes (diagnosis codes)
The date of service
Provider/client details
Only the codes that appear inside the note will appear on the superbill.
Superbills can be printed from:
The Text Note or SOAP Form page (the Print Note menu → Superbill)
The History tab (Print Codes)
The client’s file → Print (bulk superbills)
For full details, see the Superbill Guide.
Need Help?
Email us at [email protected] and we’ll be happy to assist.