Patient System Settings

Patient System Settings

Patient

ADDITIONALPROVIDERS 

ADDITIONAL PROVIDERS

  • This setting allows one or more additional (assigned) Providers to be added for each Patient, next to the 'Assigned Provider' field in registration.

    • Yes: Add a field called Additional Providers to the registration screen, next to the Assigned Provider field.

    • No and (---): Do not add the Additional Providers field

  • This field works in conjunction with the Scheduling Resource Permissions assigned to Users in User Maintenance.

  • Users only have access to Patients that have an Assigned Provider linked to the Resources the User has permission to view.


  • Learn More:     Patient Access by User/Resource

BALCOLOR 

ENTER THE COLOR THAT YOU WANT THE PATIENT BALANCE TO DISPLAY IN ON THE PATIENT DASHBOARD

  • Enter the color for the Patient balance display on the Patient and Encounter Dashboards, for example: RED, BLUE, GREEN, etc.

CHARTNO

USE CHART NUMBERS?

  • By choosing "Use Chart No," the Chart # field will be added in Patient Demographics, which is a searchable field. This is designed to hold the Patient's chart number, but is often used to retain a Patient ID from a previous PM system.

  • The Chart Number field will be added in Patient Demographics.

    COUNTRY 

    DEFAULT COUNTRY

    • The value entered here will auto-populate the country on the Patient, Guarantor and Policyholder screens. If this field is left blank, the default code will be US.

    CSZLOOKUP 

    TURN OFF CITY/STATE/ZIP POP UP WINDOW

    • Use Pop-Up Window (Default): will open a window to choose the correct City if multiple cities are associated with the zip code entered

    • Do Not Use: Turns off the City/State/Zip cross reference feature

    D:DOCTYPE 

    DEFAULT UPLOAD FILETYPE
    1. This entry will be the Default value for the (Document) "Type" when scanning documents into the system. For example, if you only scan insurance cards, entering IC in this field will make scanning insurance cards that much easier.

    DEFAULTCASEREFERRING

    PULL REFERRING PROVIDER FROM PATIENT WHEN ADDING NEW CASE

    • No and (---): Do not default the Referring Provider from the Patient' Demographic record when creating a Case.

    • Yes: When creating a Case, default the Referring Provider from the Patient's Demographic record.

      • Note: The Referring Provider on the Case can still be changed after it has been automatically populated.

    DEFAULTREMINDER 

    DEFAULT REMINDER PREFERENCE

    • Set a Reminder Preference default to use when registering a new Patient.

    • If set to (---) the System will default the Reminder Preference to 'Select', and the user will need to manually select the preference during registration.

    DUPPATVALID 

    DUPLICATE PATIENT VALIDATION

    • This setting controls which fields are used to check for duplicate Patients during Registration. The Duplicate Patient Warning is triggered when any one of the fields in the selected option match to an existing Patient.

      • ALL (and ---): applies to Name, SSN, DOB, and Gender

      • Name: applies to both first and last name (not middle name)

      • DOB/Gender: both DOB & Gender need to match for a warning

    GENDERIDENTITY 

    ALLOW FOR CAPTURE OF GENDER IDENTITY IN REGISTRATION

    • Yes: Add field to capture Gender Identity to the Patient Registration screen. This is a requirement for Meaningful Use 3.

        • The following fields will be available during Patient Registration:

        • Additional Gender Category or Other, Please Specify

        • Choose Not To Disclose

        • Female-To-Male (FTM)/Transgender Male/Trans Man

        • Genderqueer, Neither Exclusively Male Nor Female

        • Identifies as Female

        • Identifies as Male

        • Male-To-Female (MTF)/Transgender Female/Trans Woman

    • No and (---): Do not add this field to the Patient Registration screen.

    • Learn More: Meaningful Use (MU) Information

    LANGUAGE 

    DEFAULT LANGUAGE

    • Add a Language ID to have it default for new Patients in the Preferred Language field. Common examples are:

      • EN - English

      • SP - Spanish

      • GK - Greek

    • To find others, simply go to the new Patient registration screen, and do a lookup on the Preferred Language field.

    NODEFAULTINS

    DEFUALT POLICY HOLDER OPTION DURING PATIENT REGISTRATION

    • This is used to require a User to make an Insurance selection when Registering a New Patient, and can assign the default Policy Holder.

      • Select and (---): Requires the User to select an Insurance, but does not default a Policy Holder selection.

      • Patient (Default): Requires the User to select an Insurance and defaults the Policy Holder to Patient.

      • Other: Requires the User to select an Insurance and defaults the Policy Holder to Other.

      • No Insurance/Self Pay: The User is not required to select an Insurance. The Policy Holder dropdown will default to No Insurance/Self Pay. If the User does not select an Insurance, the Patient will be registered as Self Pay.

    PATIENTCODE

    DEFAULT PATIENT CODE

    • Set a default value for the Patient Code field in the Additional Information section of Patient Registration.

    PATIENTCOUNTY 

    SHOW READ ONLY COUNTY FIELD

    • When set to Yes, a non-editable county field will display on the modify Patient screen based on the Patient's city, state and zip code

    PATIENTGUARANTOR 

    DEFAULT VALUE FOR IS PATIENT GUARANTOR

    • This controls the default value for the 'Patient is Guarantor' selection in Patient Registration.

      • Yes: Defaults value to Yes meaning the Patient is the Guarantor (Yes is the Default (--) Value)

      • No: Defaults value to No meaning the Patient is not the Guarantor

      • Blank: No Default value, users will be forced to make a choice during registration

    PATREGCONTACT

    USE CONTACT SECTION IN PATIENT REGISTRATION

    • Emergency and other contacts can be entered during the initial registration process, or entered later from the Patient Dashboard.

      • Yes and (---): Adds a Contacts section to the Registration screen to add contacts during the initial registration process.

      • No: Do not register contacts during the initial Patient registration process.

    PATREGIST

    REGISTER IN DEMO BATCH

    • Yes: Turns on the Visit Logging feature, allowing walk-in Patient visits to be logged on the Home Dashboard. This feature is used by practices that do not schedule Patients (e.g. urgent care centers).

    • No (Default): Do not use Visit Logging

    PATSIGN

    DEFAULT SIGNATURE CODE

    • This setting will default the Signature field value in Patient Registration. The most commonly used option is B, which causes "SIGNATURE ON FILE" to print in HCFA boxes 12 & 13.

      • B- Signed signature authorization form or forms for both HCFA-1500 Claim Form block 12 and block 13 are on file

      • C- Signed HCFA-1500 Claim Form on file (prints "SIGNATURE ON FILE" in both 12 & 13)

      • M- Signed signature authorization form for HCFA-1500 Claim Form block 13 on file (prints "SIGNATURE ON FILE" in box 13)

      • P-  Signature generated by Provider because the Patient was not physically present for services (nothing prints in box 12 or 13)

      • S- Signed signature authorization form for HCFA-1500 Claim Form block 12 on file (prints "SIGNATURE ON FILE" in box 12)

    PREFERREDNAME

    ADDS PREFERRED NAME FIELD TO PATIENT AND GUARANTOR REGISTRATION

    • Controls whether a Preferred Name field displays on the Patient and Guarantor registration screens.

      • Yes: Enable the Preferred Name field

      • Yes and Replace Name on Forms: Enable the Preferred Name and replace the first name on forms with the Preferred Name.

      • Yes and Replace Name on Notifications: Enable the Preferred Name and replace the first name on notifications (including Statements) with the Preferred Name.

      • Yes and Replace on Both: Enable the Preferred Name and replace the first name on forms and notifications.

      • No and (---): Do not display the Preferred Name field

    • The Preferred Name format displays in the following places:

      • Statement

      • Calendar

      • Appointment List

      • Add/Modify Appointment

      • Patient Dashboard

      • Encounter Dashboard

      • Patient/Guarantor lookup

      •  Guarantor Dashboard

    PROVIDER

    DEFAULT PROVIDER

    • If you only have one Provider, enter the Provider ID to auto populate all new Patients/Charge.

    • The Assigned Provider from the Patient Demographics will pull into new Charges.

    RACEMANDATORY 

    RACE IS MANDATORY IN PATIENT REGISTRATION

    • Controls whether or not a Race designation is mandatory in Registration. If set to Yes, users will need to select a race or "Patient Refused" to be able to save the Patient.

    SEXUALORIENTATION

    ALLOW FOR CAPTURE OF SEXUAL ORIENTATION IN REGISTRATION

    • Yes: Add Sexual Orientation field to the Patient Registration screen. This is a requirement for Meaningful Use 3.

      • The following fields will be available during Patient Registration:

        • Bisexual

        • Choose Not To Disclose

        • Don't Know

        • Lesbian, Gay or Homosexual

        • Something Else, Please Describe

        • Straight or Heterosexual

    • No and (---): Do not add this field to the Patient Registration screen.

    • Learn More: Meaningful Use (MU) Information

    STATE 

    DEFAULT PATIENT STATE

    • Enter a state abbreviation to have it default for all new Patients

    SUBSCRIBERDOBMANDATORY

    MAKE SUBSCRIBER DOB MANDATORY

    • This setting allows you to require the policyholder's date of birth if the Patient 's relationship to the policyholder is not Self (18) or Employee (20).

    • This setting also applies to the Policy Holder DOB field in Insurance Management.

      • Yes: Require the subscriber's date of birth to be entered

      • No and (---): Do not require the subscriber's date of birth

    Notes
    For new Patient registration, this option can be controlled with the use of the Keys at the bottom of the Patient Registration screen.

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