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Reference Data

The code sets every lookup in the app draws from. Everyone reads them; a Superadmin imports each code set’s updates.

Everyone signed in. It is reference, not configuration. Only a Superadmin sees Import….

TabWhat it holds
CPT CodesProcedure codes describing medical services
ICD-10 CodesDiagnosis codes for diseases and conditions
CPT ModifiersModifiers that qualify a procedure
Place of ServiceWhere a service happened
Reason CodesCARC codes a payer adjusts with
Remark CodesRARC codes a payer explains with
Code CombinationsCAQH CORE CARC and RARC pairs by business scenario. Empty until imported
Claim Status CategoriesGroups a claim acknowledgment or status falls into
Claim Status CodesDetails 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.

ColumnWhat it shows
Code, DescriptionThe code and what it means
StatusActive, New (in effect within the last 90 days), Upcoming (in effect from a future date) or Retired
Effective From, Effective ToThe 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.

ActionWhat it doesWhen it is offered
Export CSVDownloads the tab’s codes as filtered and searchedIn Table actions, for everyone
Import…Opens Import and the tab’s name, for a CSV of the full code setIn 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.

  • 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