Codify gives you access to coding references, search tools, publications, crosswalks, and other resources in one place.

This guide walks you through the basics of getting started in Codify, including how to:

• Set your search preferences
• Choose the correct Code Set Year
• Search for codes and coding information
• Navigate Codify
• Access Help Guides and support
• Find your personal Codify resources

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Set Your Search Settings

Before you begin searching, you can customize how Codify displays your search results.

Access Search Settings

1. Click inside the search bar at the top of Codify.
2. The search menu will expand below the search bar.
3. Select Search Settings on the right side.

Choose How Code Sets Open

For each available code set, choose either Listing or Details.

Listing

When you search for a code, Codify opens a listing page that includes the code you searched for along with surrounding codes.

This can be especially helpful for ICD-10-CM searches when you need to:

• Review related codes
• Expand the code hierarchy
• Locate additional digits
• Compare surrounding codes

Details

When you search for a code, Codify takes you directly to that code's details page.

You can still navigate between related or surrounding codes using the navigation options on the details page.

Set Your Auto Favorite Preference

Choose Yes or No for the Auto Favorite setting.

If you select Yes, Codify can prompt you to add a code to your Favorites after you have searched for the same code five times.

Select No if you do not want Codify to display these prompts.

Choose Your Default Search Tab

Choose which search option appears automatically when you click inside the Codify search bar.

Available options include:

• AI Smart Search
• Code Sets & Indexes
• Tools
• Publications

You can switch between these options at any time.

Save Your Search Settings

When you are finished, select Save Search Settings.

Your preferences will now be used when searching in Codify.

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Set Your Code Set Year

Make sure you are using the appropriate Code Set Year before searching for coding information.

1. Click inside the search area.
2. Select the Code Set Year dropdown.
3. Choose the year you want to use.

For example, selecting 2026 means Codify will use 2026 code set information during your searches.

Your selected Code Set Year helps ensure the codes and coding references you are viewing align with the correct year.

Note: You can also update your Code Set Year from your personal Codify menu. The year selected there is used throughout your Codify experience.

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Search in Codify

The Codify search bar is located at the top of the page.

Use it to search for:

• Keywords
• Individual codes
• Code ranges
• Diagnoses
• Procedures
• Coding terms
• Coding topics

To begin, click inside the search bar and enter your search term.

Before running your search, choose which area of Codify you want to search.

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Choose What You Want to Search

AI Smart Search

Select AI Smart Search to use Codify's AI-powered search experience.

Use this option when you have a coding question, phrase, or topic and want Codify to help surface relevant coding information.

Code Sets & Indexes

Select Code Sets & Indexes when searching for:

• A specific code
• A code range
• A diagnosis
• A procedure
• A coding term
• Index information

Publications

Select Publications when you want to search available articles, publication content, and reference materials.

You can switch between these search options at any time by selecting the tabs underneath the search bar.

Once you have entered your search term, select the Search icon to view your results.

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View Recent Searches

When you open the search area, Codify may display your Recent Searches.

Select a recent search to quickly run it again without re-entering the search term.

Recent Searches are useful when returning to:

 

• Frequently used codes
• Previous diagnoses or procedures
• Common coding topics
• Recent research

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Navigate Codify

The main navigation bar gives you quick access to the primary areas of Codify.

AAPC Home

Select AAPC Home to return to the main AAPC website.

Dashboard

Select Dashboard to return to your Codify homepage.

The Dashboard serves as a central starting point for accessing your Codify resources.

Code Sets & Indexes

Select Code Sets & Indexes to access coding references, code sets, and index content included with your subscription.

Coding Tools

Select Coding Tools to access the tools available within Codify.

The tools displayed may vary depending on your subscription and permissions.

Crosswalks

Select Crosswalks to access available crosswalk resources.

Crosswalks has its own navigation tab, allowing you to access these resources directly.

Publications

Select Publications to browse available articles, publication content, and reference materials.

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Get Help and Access Help Guides

If you need assistance while working in Codify, select the question mark icon in the upper-right corner of the page.

This menu gives you access to Codify help and support resources.

Help Guides

Select Help Guides to access Codify walkthroughs, how-to articles, and self-service resources.

Help Guides can help you:

• Learn how Codify features work
• Follow step-by-step instructions
• Complete common Codify workflows
• Find guidance for specific tools and features

Codify Help

Select Codify Help to submit feedback to the Codify team.

Contact Us

Select Contact Us when you need additional assistance from Codify Support.

Whenever you need help finding a feature, understanding how something works, or resolving an issue, the question mark icon is a good place to start.

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Access Your Personal Codify Menu

Select your name icon in the upper-right corner of Codify to open your personal menu.

From here, you can access account settings and your personal Codify resources.

My Account

Select My Account to manage your Codify account information.

Recent Updates

Select Recent Updates to view recent Codify updates and notifications.

My Codify

Under My Codify, you can access:

• Favorite Codes
• Favorite Articles
• Notepad
• CEUs

These options make it easy to return to the codes, articles, notes, and learning resources that are most important to you.

Update Your Code Set Year

You can also update your Code Set Year from your personal menu.

The selected year determines which year of coding data Codify uses throughout your experience.

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Next Steps

You are now ready to begin using Codify.

Start by confirming your Search Settings and Code Set Year, then use the search bar or navigation menu to access the coding information and tools you need.

If you need assistance at any time, select the question mark icon to access Help Guides, Codify Help, or Contact Us.