Insurance Codes (Billing & Diagnosis)

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

Insurance codes can only be applied to text notes. They cannot be added inside SOAP Form Templates or template-based notes at this time.

Insurance Codes Interface Setting

You can choose whether the Insurance Codes panel appears automatically on every progress note.

Go to:
Settings → Profile → Progress Note Settings

Toggle:
Always show Insurance Codes Interface

If this is off, the interface will remain hidden until manually expanded while charting.

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 SOAP Notes

Users must have the appropriate Add/Remove Insurance Code permissions.

Add a Code

1. Open a text SOAP note.

2. Use the Billing or Diagnosis search fields.

3. Select a code and click Add.

4. Adjust units if needed (CPT only).
   
   
   

Change Units

To update units for a CPT code already added:

1. Search for the same CPT code again.

2. Change the quantity.

3. Click Add — this replaces the old value.

Remove a Code

Click Remove next to the code. 

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 SOAP note will appear on the superbill.

Superbills can be printed from:

• The SOAP Note page (Print Codes)

• The History tab (Print Codes)

• The client’s file → Print (bulk superbills)

For full details, see the Superbill Guide.

Need Help?

Email us at support@quickernotes.com and we’ll be happy to assist.