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Kareo Help Center

View, Add, or Delete Coding Favorites

Set up your most commonly used procedure and diagnosis codes as favorites to help easily create new charges. Code favorites can be added, viewed, or removed from the new charge window.

Navigate to Charges

Coding Favorites can be accessed, added, and removed from within the New Charge window.

  1. Hover over the Billing  icon and select Charges. The Charges  window opens.

PM access charges with 1.png

  1. Click +New Charge in the upper right of the window. The New Charge Find Patient window opens.
  2. Enter the patient's name in the Find Patient field and select it from the auto-populated results. The New Charge window opens.

PM access charges with 2 and 3.png

View Coding Favorites

Coding Favorites display in an auto-populated list when the Procedure or ICD field is selected and favorites have been added.

  1. Navigate to the Add Procedure section.
  2. Click in the Procedure, ICD-9, or ICD-10 field.
  3. Code favorites display below the selected field.
  4. Use the scroll bar to view all saved Coding Favorites.

KMB charge view code favorites web.png

Add a Code Favorite

  1. Navigate to the Add Procedure section.
  2. Enter the first characters of a code number or description in the Procedure or ICD field. A list of possible matches displays.
  3. Click the white star to next to the code to mark it as a favorite. The star displays yellow and the code is added to Coding Favorites

KMB charge add coding favorite web.png

Remove a Code Favorite

  1. Click in the Procedure or ICD field. Favorite codes display.
  2. Click the yellow star to next to the code to deselect it as a favorite. The star displays white and the code is removed from Coding Favorites.

KMB charge remove code favorites.png

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