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Review and fix codes before you send

4-min read · Check the diagnosis and visit codes Matic suggests: remove codes you didn't address, add missing diagnoses, and handle codes that aren't on the claim.

Written by Bryce Blackwell

After your note is generated, Matic suggests diagnosis (ICD-10) and visit (CPT) codes from what was documented. Review them on the Note tab before you send. Nothing reaches athena until you click Send to Athena.

Note: Matic suggests codes, but it doesn't replace your clinical and coding judgment. Review every code before you send.

Where the codes are

  • Each problem in the Assessment & plan shows its diagnosis code chips.

    A problem in the Assessment & plan with its diagnosis code chips highlighted.
  • The bar at the bottom shows the claim lines (CPT) to the left of ← CPT | ICD →. The + to its right adds a diagnosis.

    The code bar at the bottom of the Note tab, with the claim lines (1) to the left of the CPT | ICD divider (2).
  • Click a code chip to see why Matic chose it.

    A code's details open, with Why it's included showing where in the note Matic found it.

Remove a code you didn't address

  1. Click the code chip on the problem card.

  2. Choose Remove from claim.

    A code's details open, with Remove from claim highlighted.
  3. If Matic asks for a reason, choose Not addressed today, Wrong diagnosis or Documentation pending. The code moves to Excluded.

    Remove from claim on a supported code asks for a reason: Not addressed today, Wrong diagnosis or Documentation pending.

To remove the whole problem from the note, click the trash icon on its card.

The trash icon on a problem card, which removes the whole problem from the note.

Add a missing diagnosis

  1. In the bottom bar, click + to the right of ICD →.

    The + button to the right of ICD in the code bar, for adding a diagnosis.
  2. Search in Search ICD-10 codes… and pick the code.

    The Search ICD-10 codes box with results for knee pain.
  3. Matic adds it to the note with its own Assessment & Plan box and attaches it to the visit line. Click Undo if you picked the wrong one.

Replace a code or make it more specific

Click the chip, then use Replace — search codes…, or choose from the specificity options the documentation supports. To make a code the primary diagnosis, choose Mark primary.

A code's details with Replace — search codes (1), the specificity options (2) and Mark primary (3) highlighted.

Codes that aren't on the claim

An amber not on claim tag means Matic documented the code but held it back from the claim. Click it to see why, for example "Not in the Assessment & Plan for this visit". Then choose Accept for today's claim, Remove, or the suggested fix, such as Document assessment.

An amber not on claim tag clicked open: why Matic held the code back from the claim, with the choices to accept it for today's claim or fix it.

Check the visit level and modifiers

  1. Click a claim line in the bottom bar, for example "99214 · 3 dx".

    A claim line in the code bar, 99214 · 12 dx, highlighted.
  2. Check the Visit level. Use Modifier → Change to add a modifier, such as 25, or 93 for an audio-only visit.

    The claim line details with the Visit level (1) and Modifier Change (2) highlighted.
  3. Tick the Diagnoses associated with the line. athena takes 4 per line: on the visit line you can tick more, and the 4 outlined ones are sent while the rest stay in the note. Other lines take up to 4.

    The Diagnoses associated list on a claim line, with the four ticked diagnoses that go to athena outlined.

Suggested codes such as G2211 appear as dashed chips labelled + Add. Click Add to put one on the claim, or × to dismiss it.

Tip: Before you send, check Needs you in the bottom bar, if it shows. It counts questions Matic wants you to answer and problems with no supporting documentation in today's note.

Needs you in the code bar, next to Open in Athena and Send to Athena.

Troubleshooting

A diagnosis appears that was never discussed

Click the chip, choose Remove from claim and then Not addressed today. Tell Mat through Support in the top bar so we can improve suggestions.

The Support button in the top bar.

"These diagnoses cannot be sent together"

Two codes conflict, for example I10 with I11–I13. Remove one of them.

"Up to 4 per line — turn one off first"

Untick a diagnosis on that claim line.

"A billed line needs at least one diagnosis"

Tick at least one diagnosis for the line, or remove the line.

G2211 or modifier 25 shows in Matic but not in athena

After sending, check the claim in athena and add it there if needed. We're working on this.

The code buttons are greyed out

A text edit is still open in the note. Save or cancel it, then change codes.

FAQs

Can I tell Matic which code to use during the visit?

Saying a code out loud isn't guaranteed to be used. After the note is generated, use Replace — search codes… to set the exact code.

Does Magic Edit change codes?

No. Magic Edit changes note text only. Use the code chips and + buttons for codes.

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