How to use Invoicing Diagnosis on a Clinical form

Article author
Dan Jordan
  • Updated

What is the context and purpose of the article?

On certain types of Clinical form for an appointment, it is possible to record an Invoicing Diagnosis value.
With the release of a new Meddbase version (April 2021), it is possible to navigate and select through a hierarchical tree of these codes.

This article presents a walk-through of how to use Invoicing Diagnosis on a Clinical form. It also provides some hints and tips on what can impact your ability to select and use Diagnosis Codes.


Walk-through example > Adding Invoicing Diagnosis where no case exists

To apply an Invoicing diagnosis for an existing appointment with no case:-

1.  Go to the required appointment for the patient (via … Patient Record > Appointment History > Appointment Home > Consultation)
2.  Select Consultation

3.  In the Invoicing Diagnosis field, type the name (or part of the name) for the diagnosis

4.  Select the required Diagnosis item from the filtered list



The Invoicing Diagnosis value is saved. Also, by having selected the Invoicing Diagnosis value, the previously blank Case field is populated with a Case name that matches the Invoicing Diagnosis description.

5.  Continue through the Clinical form as required


Useful hints & tips for working with Invoice Diagnosis codes

Below are some useful hints and tips about successfully working with Invoice Diagnosis codes.



To be able to select Invoicing Diagnosis values on a Clinical Form for a patient appointment, the following needs to be in place:-

  • The Invoicing Diagnosis field needs to be presented on the Clinical Form
    • If this is not the case, further configuration and setup will be required by Meddbase
  • The required Diagnosis codes need to be set up and ‘selectable’
    • How to do this is explained in the related Administrator how-to article

Alternative methods of selecting Invoice Diagnosis Codes

The walk-through example above noted how you can type in part of the description for an Invoice Diagnosis to find and select the value you need. Alternatively, you can :-

  • Type in a code value to filter the Invoicing Diagnosis


  • Manually expand the Invoicing Diagnosis tree to find and select the value required



Invoicing Diagnosis values recorded in Healthcode

  • Invoicing diagnosis interacts with Healthcode integration
    • Therefore the value applied appears there.


Review date

This article was last updated on 20 April 2021 in the context of Meddbase version