Accessing the Master Drop-Downs menu

  1. Using the left side blue bar go to Settings

  2. Click on Master Drop-Downs


From within the Master Drop-Downs menu, you will have a plethora of options from the drop-down Type* Menu



If you aren’t seeing an ICD/DSM code when you’re trying to add it? You’ll be able to add it from the drop-down menu. 


When you select the ICD-10/DSM-5 Code you’ll then be able to build out the code you wish to add.


Note: For the Problem Group you will want to add Addiction 5e even if it’s not tied to addiction it just acts as a trigger for other functionality and the Addiction 5e doesn’t populate on any official documentation.



From that same drop-down menu, you’ll be able to add Insurance Company and also an Insurance Plan from there if you do not see one you are trying to add for a company.



Similar to the examples above, you are able to create Billing Code when you select that option from the menu and attach various codes to groups or individual sessions that will pull into other Reports functions. 


From this same drop-down menu, you can add more Medication Units to be used. 


Again, there are a lot of options within the drop-down menu to add more Allergies or even create Group Topics personalized to your company.