The following steps are for patient's with expiring ICD codes. You will need to run the report for patient's with expired codes and then update the ICD History screen for each patient - using an appropriate Effective Date. 

• Go to Codes > Other Basic Codes > Diagnosis Codes.
• Select 'Print Patients With Expiring Diagnosis Codes' to print or save this report. No need to continue if a report does not generate. 
• For each patient you'll need to go to their ICD History screen and update their codes. Your clinical or office staff will need to review the patients and codes expired to select an appropriate code to replace it.
• From ICD History you will create a new ICD Date dated October 1, (current year).  Type in the date (ex:  10/01/2023) in the New Date field, then click New Date.  Once created, the previous codes will move to the new date.  Continue with the next step to add, remove and/or rearrange the codes.
  

• Remove or replace the expiring code.  Once you select the code it will give you additional options to select from, if digits were adding.
• Once all codes are updated, re-ordered as needed, click on Save All Changes.

Other – Print PDGMICD Problems

This will give you a list of patients that do not have a primary ICD code assigned to a clinical group.