Snap Code Configuration

Snap Codes are groups of procedures and diagnoses that you can post all at once, by entering a single word or phrase.

You can create Snap Codes in the Table Editor (ted) and then post them in the Patient Checkout (checkout) program. Snap Codes make posting multiple diagnoses and procedures fast, easy, and more consistent between visits.

Immunization Administration: Snap Codes are especially useful for immunization administration coding. To learn more, read Use Snap Codes for Immunization Administration.

Create or Edit a Snap Code

Follow the procedure below to create a new Snap Code or edit an existing one.

Do You Use the Table Editor?: If you are not familiar with Partner’s Table Editor (ted), you should work with your practice’s system administrator or contact PCC Support for assistance. You can also learn more about ted by reading the Table Editor help article.

Run the Table Editor (ted)

You can run ted from the Partner Windows or by typing ted at a command prompt.

Select Table #28, Snap Codes

Type “28” and press Enter to continue.

Add (or Clone) a New Snap Code

Press A to add, or C to clone a Snap Code entry. You can also enter the number of an existing Snap Code to review its contents.

Enter Name, Procedures, and Linked Diagnoses

On the Snap Code Entry screen, you can enter a name for your Snap Code, the procedures, and linked diagnoses (which are optional). You may enter up to twenty-one procedures with up to four diagnoses linked to each one.

Names that Work For You: Some offices are naming their Snap Codes by code, for example “c90707” for an MMR with counseling. Other offices invent their own short names. You can create Snap Code names that will work best for your office’s posting style.

Press Page Down to reach the two additional procedures, on the second page of the Snap Code entry.

Save and Quit

Press F1Save to save your work, and then press F12 twice to leave the Table Editor.

Test Your Work

Run the Patient Checkout (checkout) program and test your new Snap Code on a test patient. Enter the Snap Code, and check that the correct procedures, units, and linked diagnoses appear.

Add a Snap Code to a Charge Screen

Follow the procedure below to add a Snap Code to one of your Partner checkout charge screens.

Learn More: This procedure utilizes the Charge Screen Editor (csedit), a Partner configuration tool. If you would like more training or help making changes in csedit, contact PCC Support at 800-722-1082. Changes in csedit may alter your office’s work flow, so you should exercise caution during use.

Run the Charge Screen Editor (csedit)

You can run csedit from the Partner Windows or by typing csedit at a command prompt.

Select a Charge Screen to Edit

Use the arrow keys to find the charge screen you wish to edit. If you are unfamiliar with your office’s different charge screens and their uses, you should speak with your office’s Partner system administrator or contact PCC Support.

ICD-9 and ICD-10: During 2014, Partner will prepare for the ICD-9 to ICD-10 migration by duplicating your existing charge screens and making new ICD-10 versions. When you run the csedit program, you will be able to switch between editing the charge screens with ICD-9 codes and ICD-10 codes by pressing F5ICD-10 csedit.

Press [F4 – Edit Screen]

Optional: Review Charge Screen Settings

Charge screens are typically triggered by a visit reason, but they can also be filtered by location and providers. You may wish to review the filter options at the top of the screen to make sure you are editing the correct charge screen or to change the visit reasons that will cause this charge screen to appear.

In the example above, the asterisks (*) in the Place of Service and Provider fields indicate that this charge screen will be used for all places of service and providers for all visits with a visit reason that begins “12mo Well…”.

Enter or Search for a Snap Code

If you know the name of your Snap Code, you can type it in the Procedures column. Otherwise, you can use the asterisks to search for and select the Snap Code.



Snap Codes appear with brackets around them, with a code of “SNAP CODE”, in order to illustrate they are not normal procedures.

Return to the Main Menu and Save Your Work

Your charge screen changes are not saved until you press F1Main Menu and then press F1Save and Quit.


Test Your Work

Run the Patient Checkout (checkout) program and test your charge screen’s Snap Code. You can change the visit reason or provider in order to bring up the correct charge screen. Select the Snap Code with an X or other character, and then check that the correct procedures, units, and linked diagnoses appear.


  • Last modified: August 3, 2015