Reference Data
The code sets every lookup in the app draws from. Everyone reads them; a Superadmin imports each code set’s updates.
Who Can See It
Section titled “Who Can See It”Everyone signed in. It is reference, not configuration. Only a Superadmin sees Import….
The Tabs
Section titled “The Tabs”| Tab | What it holds |
|---|---|
| CPT Codes | Procedure codes describing medical services |
| ICD-10 Codes | Diagnosis codes for diseases and conditions |
| CPT Modifiers | Modifiers that qualify a procedure |
| Place of Service | Where a service happened |
| Reason Codes | CARC codes a payer adjusts with |
| Remark Codes | RARC codes a payer explains with |
| Code Combinations | CAQH CORE CARC and RARC pairs by business scenario. Empty until imported |
| Claim Status Categories | Groups a claim acknowledgment or status falls into |
| Claim Status Codes | Details of a claim acknowledgment or status |
Each tab shows its count in parentheses. Above the table, “Updated” names the date and file of the last import into the code set.
| Column | What it shows |
|---|---|
| Code, Description | The code and what it means |
| Status | Active, New (in effect within the last 90 days), Upcoming (in effect from a future date) or Retired |
| Effective From, Effective To | The dates the code is in effect |
Search matches the code or description. The Status filter offers Active, Upcoming and Retired, and starts on Active, so retired codes stay hidden until you change it.
These are the values a claim’s, a service’s and a visit’s codes are checked against - CPT, ICD-10, POS and modifiers - each on the date of service. Pickers offer only the codes in effect on that date, and saving a code that is not is refused. They are also the vocabulary a remittance’s adjustments arrive in.
Actions
Section titled “Actions”| Action | What it does | When it is offered |
|---|---|---|
| Export CSV | Downloads the tab’s codes as filtered and searched | In Table actions, for everyone |
| Import… | Opens Import and the tab’s name, for a CSV of the full code set | In Table actions, for a Superadmin only. Missing for everyone else |
The import dialog lists the columns it expects - Code and Description, or for Code Combinations Scenario, Group Code, Reason Code and Remark Code - and offers a download of the current codes to start from. Effective Date is the first day the new codes apply; a future date stages the release. Codes in effect today that are missing from the file retire on that date. Review Changes opens Review Import with the file name, counting the rows Added, Changed, Retired, Reinstated, Unchanged and Rejected, and warns when the file would retire many codes. Nothing is written until you select Import N Changes; with nothing to change the button reads Nothing to Import.
States
Section titled “States”- No codes found. when a search or filter matches nothing, rather than reading as an empty code set.
- A code set that cannot be fetched says so, and the message names the tab you are on: “We couldn’t load CPT Codes.” on CPT Codes, “We couldn’t load ICD-10 Codes.” on ICD-10 Codes, “We couldn’t load Remark Codes.” on Remark Codes, and the same pattern on every other tab. Read it as “the codes did not arrive”, not “this code set is empty” - nothing has been removed from it.
- Each tab loads on its own and has its own Retry, which fetches only that tab. A failure on one tab leaves the others alone.
Related: The Claim Page · The Remittance Page · Glossary