How to edit diagnostic pointers on CMS-1500

If you’ve entered multiple diagnostic codes under the Assessment and Treatment Plan, these codes will carry over to the CMS-1500 form. If multiple CPT codes are present, each will be associated with diagnostic pointers (e.g., A, B).

Important Note:If your claim is not in Draft status, you must reset it to Draft in order to edit diagnostic pointers. Once you've made your changes on the CMS-1500, click “Update” at the bottom of the form to apply them.

If you need to switch the pointers for services on CMS-1500 follow these steps:

To Switch or Edit Pointers on the CMS-1500:

From Billing (Draft Claim – claim created but not submitted yet):

1. Go to Billing > Claims (use filters to help locate the draft or specific claim).

2. Click the eye icon to open the claim.

3. In the CMS-1500 pop-up, hover over the CPT code and click the pencil icon.

4. In the pop-up editor, you’ll see the CPT code and the associated diagnostic codes.
   Remove any diagnostic codes that do not apply to that CPT code and click Save Changes.

5. Repeat for any additional CPT codes by hovering over each and following the same steps.

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From the Client’s Chart (Draft Claim):

1. Go to Clients and open the desired client’s chart.

2. Click on Billing > Claims.

3. In the CMS-1500 pop-up, hover over the CPT code and click the pencil icon.

4. In the editor, review the CPT code and its associated diagnostic codes.
   Remove any that do not apply, and save your changes.

5. To edit another CPT code, repeat the above process.