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Getting started
Recipes for the most common Codelle workflows. Each one walks through the exact steps from your dashboard.
How do I draft a claim from a clinical note?
PRO- 1.Open AI Coder. From the dashboard or top nav, click 'AI Coder PRO'. You land on /ai/notes/new.
- 2.Paste the note. SOAP, op report, telehealth, multi-system follow-up — any free-text clinical documentation, up to 15,000 characters.
- 3.Optionally pick a specialty. Auto-detect runs by default. Override via the Specialty dropdown if your specialty has unusual rubric weighting (orthopedics, derm, plastics, GI, ophthalmology).
- 4.Click Draft claim →. Lifecycle pipeline runs: PARSE → VERIFY → ENRICH → DONE in ~6s.
- 5.Review per-procedure cards. Each card shows the suggested code with modifier, confidence rating, evidence chips, NCCI verdicts, modifier rubric scoring, and coverage rules. Click ▸ to expand evidence chips and see the exact note text supporting the line.
- 6.Reject anything you don't want. Per-line and per-modifier Reject buttons remove the suggestion. Click '+ Add code' to manually append a line.
- 7.Hand off. Copy text, Copy CSV, Printable, or 'Scrub before submit' to send the draft to Claim Scrub for a final compliance pass.
Related features: AI Coder, Claim Scrub
How do I validate a finished claim before submitting?
PRO- 1.Open Claim Scrub. /tools/claim-scrub or click 'Scrub before submit' from an AI Coder draft.
- 2.Pick input mode. Paste a free-form string (e.g.,
99214-25, 93000 · I10, E11.9 · 58F · DOS 2026-05-07 · NJ) or use the Structured form for procedures, diagnoses, patient sex+age, DOS, and locality. - 3.Click Scrub claim → ⌘+↵. PARSE (validate shape) → VERIFY (Excludes1, age/sex) → ENRICH (LCD/NCD, language) → DONE in ~5s.
- 4.Read verdicts. PASS lines are clean. WEAK lines need a chart review — the AI tells you what's missing. FAIL lines must be fixed (or removed) before submission.
- 5.Export. CSV or PRINT for the audit folder. Save the Trace ID in case you need to debug a finding later.
Related features: Claim Scrub, AI Coder
How do I decide whether to append a modifier?
PRO- 1.Open Modifier Advisor. /tools/modifier-advisor.
- 2.Enter the procedure. CPT or HCPCS code.
- 3.Add clinical context. One or two sentences from the chart describing what was done — focus on the elements the modifier requires.
- 4.Optionally add diagnoses. Multi-select if dx is relevant to the modifier choice (e.g., bilateral procedures benefit from primary dx detail).
- 5.Click Get recommendation ⌘+↵. Per-criterion verdicts, confidence %, and a doc-gap list of items missing from the chart.
- 6.Update the chart if needed. Add the doc-gap items to the note before billing — the advisor names the exact phrasing.
Related features: Modifier Advisor, NCCI Edit Validator
How do I look up the Medicare allowable for a CPT code?
STARTER- 1.Open the Fee Schedule lookup. /fees, or just open the code-detail page for the CPT code (every page renders the fee schedule inline).
- 2.Confirm your locality. Codelle defaults to the locality on your dashboard (e.g., Northern NJ). Click the locality picker to change.
- 3.Read the rates. You'll see Non-facility allowable (office/clinic), Facility allowable (hospital outpatient/ASC), the National baseline, RVU components (Work · PE · MP), and your locality's GPCI multipliers.
- 4.Optionally compare years. Use the year selector to see FY2024 and FY2025 rates.
How do I find an ICD-10 code from a symptom or description?
FREE- 1.Use Search. /search or the ⌘K shortcut from any page.
- 2.Type the symptom or description. Try 'chest pain', 'diabetes', 'hypertension', 'fracture' — Codelle handles plain-language queries.
- 3.Filter by code set (optional). Tabs at the top: ALL / ICD-10 / ICD-10-PCS / ICD-9 / CPT / HCPCS / MODIFIERS.
- 4.Pick the year. Year filter on the right defaults to current FY. Switch to 2025 or 2024 to audit historical claims.
- 5.Click into a result. Each result links to the full code-detail page with description, parent hierarchy, related codes, and clinical guidance.
How do I see what changed for a code between fiscal years?
FREE- 1.Open the code-detail page. e.g., /codes/CPT/99213.
- 2.Find the year selector. Top of the page — current FY is selected by default.
- 3.Switch years. Pick FY2025 or FY2024 to see the description and code-set context for that year.
- 4.Watch for the inactive banner. If you land on a deleted code (e.g., CPT 55700), the page renders with an INACTIVE badge, the termination date, and a list of likely replacement codes.
How do I export a drafted or scrubbed claim?
PRO- 1.Open the claim view. AI Coder draft or Claim Scrub session.
- 2.Pick a format. Copy text (markdown-style), Copy CSV (one row per line), or Printable (a print-ready sheet with all findings, verdicts, and Trace ID).
- 3.For records. Copy the Trace ID — it's the audit anchor for any finding you might need to defend later.
Related features: AI Coder, Claim Scrub
Need a human?
Email hello@codelle.com. Response within 1 business day.