Link Forms to Appointment Types/Resources

Link Forms to Appointment Types/Resources

InfoThe Form must be linked to an Appointment Type and/or Resource for batch printing to be available on the Scheduling Dashboard.

Link the Appointment Types to a Superbill (Encounter Form, Fee Ticket)

  1. In Scheduling Setup, choose the Types tab.
  2. Add a new Appointment Type or modify an existing Appointment Type.

  1. Enter the Form ID.
  • This is the Form ID you used when uploading the form to the Forms Library.
  • This ID must match the Form ID that you used to upload the Form
  • Example: The File used to upload the Form was named TC.
  • TC must be entered in the Form ID field.
  1. Select Save [F2].


Link the Resources to a Superbill

  1. In Scheduling Setup, select the Resources tab.
  2. Select the Resource.

  1. Enter the Form ID.
  • This ID must match the Form ID that you used to upload the Form
  1. Select Save [F2].


Forms Specific to a Resource/Appointment Type Combination

  1. In Scheduling Setup, choose the Resources tab.
  1. Select the Appointment Type link (This number represents the Appointment Types linked to this Resource).

  1. In the Linked Appointment Type pop-up, select the Appointment Type.
  2. In the Add/Modify Linked Appointment Type pop-up, enter the Form ID. (Form ID you used when uploading the form to the Library).
  • This ID must match the Form ID that you used to upload the Form
  1. Upload the Form if not already uploaded.
  2. Select Save [F2].


Rules for Attaching Forms (Superbills)

When you are generating Superbills, the System determines which form to generate for each Appointment by checking in three different places in the following order:

  1. Appointment Type at the Resource Level
  • If there is a Form loaded on the Appointment Type from the Resource screen, the attached Form will Print using the Resource and Appointment Type.
  • If no Form is attached at this level, the System will move to the next level.
  • A Form attached on this level supersedes all other forms (Superbills).
  1. Resource Level
  • If there is a form attached to the Resource and not on 1, the form will print using the Resource Form that is attached.
  • If a form is not attached to 1 or 2, the System will move to the next level.
  1. Appointment Type Level
  • If there is a form loaded on the Appointment Type and not loaded on 1 or 2, it will print using the Appointment Type.
  • If there is no form attached on any of the 3 levels, no Superbill will print for this Appointment.

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