How do I create Reason Codes?

If a Service has a Required First Visit Date or a Date Service Required By, you will receive a warning when attempting to schedule a first Visit for Service that is later than the date indicated in the Latest Referral Info. Reason Codes can be created to keep track of whenever these warnings are overridden. 

Creating Reason Codes

Go to Accounting>Accounting Settings>Reason Codes.

                                                                          

Click +Add Reason Code.   

                                                                                                        

 Enter a Name and Description.           

                                                                                                                                                                                                                     Note that Reason Codes can only contain letters, numbers, and spaces and cannot be more than 15 characters long. You cannot create two Reason Codes with the same name.                                                                    

Click Create to enable the Reason Code. 

To disable a Reason Code, click the arrow next to Edit and select Disable. Note that Reason Codes can be disabled and enabled, but they cannot be deleted. 

Learn More

• How do I view/edit first Visit date information for a Service?