Favorites and Default Invoices are only visible by the user who created them but you can ‘share’ all your favorite service code, diagnostic code and default invoices with other colleagues on the same ClinicAid account.

Sharing is a two-step process: First, 'share' your favorite group and second, your colleague would add the shared group to their account.

Here is how to do so:

  1. Click on the gray "Share" button in the ClinicAid “Admin” section, under "Preferences". You can choose to ‘Share’ your favorite service codes, diagnostic codes or default invoices:

  2. Next, your colleague will need to add the shared code group to their account.

    To do so, they would go to the ClinicAid “Admin” section, and select "Preferences". From there they would choose service code, diagnostic code, or default invoice. 

    Next, they would select the group from the "Add a shared service code group" drop-down menu, and click on the green "Add Shared Group" button:

Additional Resources:

Creating Favorite Code Lists

Default Invoices

Set up your account for Faster billing

Trigger Codes

Code Association Feature in ClinicAid (Trigger Codes) video