Custom Code & Favorites

Custom Codes and Favorites help you quickly add frequently used charting items while reviewing or editing an Auto-Chart record. Use them to keep common codes easy to find and to add office-specific codes when needed.

Custom Codes

Custom Codes are codes that can be added manually when the code you need is not available in the standard list.

Steps:

• Open the charting item you want to update
• Click the code field
• Search for the code you want to use
• If the code is not available, add it as a custom code
• Enter the code details
• Save the code

Favorites

Favorites let you save commonly used codes so they are easier to find when editing charting details.

Steps:

• Open the code search panel
• Find the code you use frequently
• Click the favorite icon next to the code
• The code will be added to your favorites list

  

Use Favorite Codes

After a code is added to Favorites, it appears in the favorites section of the code search panel.

• Open the code field
• Go to Favorites
• Select the code you want to apply
• Review the charting item before saving

Remove a Favorite

If you no longer need quick access to a code, remove it from Favorites.

• Open the code search panel
• Go to Favorites
• Click the favorite icon again to remove the code from the list

Removing a code from Favorites does not delete the code. It only removes it from the favorites list.