Creating Charge Capture CPT Favorites

You must be an administrator in your organization's DocsInk account to be able to create a Favorites list of CPT codes and assign them to a provider.

If you are an account administrator please follow the steps below:

• First, you must login to the DocsInk Browser linked here : https://connect.docsink.com/dashboard/home

• Once you are logged in - proceed to the Dashboard

  

• Select the Team Builder tab located near the top of the screen

• Select the Cube Icon to access 'My Apps'

• Choose Charge Capture

• Select Favorites from the left side margin

• Select CPT Codes to create a list of CPT code favorites or Explosion Codes to create an Explosion Code

• Select the purple Create button

• Complete fields for Step 1 of creating template

• Click Next at the bottom to proceed to Step 2

• Search your CPT code. Then click & drag the selection to the adjacent rectangle

**Note: You can have up to 20 CPT Codes added to your favorites list. You cannot exceed 20 items on the list.

• Once you have completed adding your CPT Codes select Save

• You should see your template listed - If you need to Edit a template now or later you may do so by selecting the pencil icon to make any changes

• Next, select Code Assignments on the left side margin

• Select the drop down under CPT Template next to the provider name and choose the CPT Template created for this provider

• You may only have 1 template assigned per provider

• To assign an Explosion Code select the purple button under the Explosion Codes column and select from the created explosion code to assign to your provider

• Your provider will need to log out and log back in to their DocsInk account once these steps have been completed to access their CPT Codes Favorites List