Code Management

Code	Name	Category	Severity Default
ALG-001	Penicillin Allergy	Drug	Severe
ALG-002	Peanut Allergy	Food	Severe
ALG-003	Shellfish Allergy	Food	Moderate
ALG-004	Pollen Allergy	Environmental	Mild
ALG-005	Latex Allergy	Latex	Moderate
ALG-006	Sulfa Drug Allergy	Drug	Severe
ALG-007	Dust Mite Allergy	Environmental	Mild
ALG-008	Aspirin Allergy	Drug	Moderate

Code	Label	Color	Score Threshold	Escalation Protocol	Status
RISK-L1	Low Risk	#3D9E6B	0 – 30	Annual review	Active
RISK-L2	Moderate Risk	#E09428	31 – 60	Quarterly review	Active
RISK-L3	High Risk	#D94F4F	61 – 80	Monthly review + care manager	Active
RISK-L4	Critical Risk	#C06640	81 – 100	Immediate intervention	Active

Code	Indicator Name	Measure Type	Unit	Normal Range	Alert Threshold	Status
IND-001	Blood Pressure (Systolic)	Vital	mmHg	90–120	>140	Active
IND-002	HbA1c Level	Lab	%	<5.7%	>8.0%	Active
IND-003	BMI	Vital	kg/m²	18.5–24.9	>30	Active
IND-004	Cholesterol (LDL)	Lab	mg/dL	<100	>160	Active
IND-005	eGFR	Lab	mL/min	>60	<30	Review

Code	Goal Name	Category	Measurement Type	Target Timeframe	Status
GOAL-001	Reduce HbA1c Below 7%	Diabetes	Lab Value	90 days	Active
GOAL-002	Maintain BP <130/80	Hypertension	Vital Sign	60 days	Active
GOAL-003	Increase Physical Activity	Wellness	Patient Reported	30 days	Active

Code	Activity Type	Category	Billable	Default Duration	Status
ACT-001	Phone Consultation	Outreach	Yes	15 min	Active
ACT-002	Medication Review	Clinical	Yes	20 min	Active
ACT-003	Care Plan Update	Care Mgmt	Optional	30 min	Active

Code	Plan Type	Condition Focus	Steps Required	Review Cycle	Status
AP-001	Diabetes Management Plan	Diabetes	6	Monthly	Active
AP-002	Cardiac Rehabilitation Plan	Cardiac	8	Weekly	Active
AP-003	Fall Prevention Plan	Geriatric	4	Quarterly	Active

Code	Category Name	ICD-10 Chapter	Sub-categories	HEDIS Relevant	Status
DX-CAT-01	Endocrine & Metabolic	Chapter IV (E00–E89)	12	Yes	Active
DX-CAT-02	Circulatory System	Chapter IX (I00–I99)	18	Yes	Active
DX-CAT-03	Mental & Behavioral	Chapter V (F00–F99)	9	Partial	Active

Code	Template Name	Trigger Event	Char Count	Opt-out Required	Status
SMS-001	Appointment Reminder	24hrs before appt	142	Yes	Active
SMS-002	Medication Refill Alert	5 days before refill due	98	Yes	Active
SMS-003	Lab Results Available	Result posted	115	Yes	Review

AI Assistant

Code Management allows you to define and maintain all clinical reference codes used throughout the system. Select a code type from the tabs above to view and manage its entries.

Use the type tabs to switch between code categories.
The current active type is highlighted in indigo.
All changes apply system-wide immediately.

To add a new code, click the Add Code button in the top-right of each type panel.

Use the pencil icon to edit an existing code inline.
The trash icon permanently deletes a code — this cannot be undone if the code is in use.
Toggle the Status switch to activate or deactivate a code without deleting it.

Bulk manage codes using the Import/Export buttons available on supported type panels.

Export: Downloads current code list as CSV for review or backup.
Import: Upload a CSV file to batch-create or update codes. Required columns are shown in the template file.
Import validates for duplicates before committing changes.

Allergy Types are categorized as Drug, Food, Environmental, or Latex. Each type carries a default severity that auto-populates patient allergy records.

Severe: Triggers immediate alert on patient chart access.
Moderate: Shown as a warning during clinical workflow.
Mild: Informational notation on patient chart.

Add New Code

Import Codes

Export Codes