Patient Types and Patient Codes
Patient Types and Patient Codes
Patient Types and Patient Codes
There are two ways in Patient Demographics to flag Patients:
- Patient Type
- Patient Code
Patient Type and Code can be used together or used separately to identify Patients who meet certain criteria.
Example: Patients have Medicaid and are diabetic.
- Patient Type = Medicaid
- Patient Code = Diabetic
Use the Custom Patient Query Report to run a list of Patients who have Medicaid and are diabetic.
Add a New Patient Type or Patient Code
- In the Demographics panel on the Patient Dashboard, select the Modify link.
- In the Additional Info Panel, select the Lookup icon beside Patient Type or Patient Code.
- Select the Add button.
- Enter a short Identifying Code. (Required)
- Enter a Description.
- Select Save [F2].
You will now be able to select the new Code.
Remember to Save the Modify Patient screen.
Related Articles
Add/Delete/Expire Appointment Types
Add Appointment Types Create Appointment Types that are identical to the existing Appointment Types in the Clinical Documentation. Create an Appointment Type From the Scheduling Dashboard, select Scheduling Setup. Select the Types tab. Select Add. ...Report on Specific Patient Categories/Groups
You can report on Patients in a specific category using several methods. Categories Examples: Medicare Patients Medicaid Patients Diabetic Patients Worker's Comp Patients Auto Accident Patients Reports The Custom Patient Query can be used to create a ...Add/Modify/Delete Transaction Codes
The System delivers pre-defined Transaction Codes for Payments, Adjustments, Write-Offs, Transfers, and Collections, which cannot be changed by the User. You are not limited to the pre-defined Transaction Codes. System delivered Codes in the ...Patient Responsibility Estimator (PRE)
Patient Responsibility Estimator (PRE) The Patient Responsibility Estimator is a Premium Add-On to your PM system. Contact our Sales Department for more information. The Estimation is most accurate when all Fee Schedules have been loaded into the PM. ...Global Patient Search
Billing services often have multiple Databases where the same Patients are seen, or when Patients call, they do not know the Practice or Provider name. To make the search more efficient, the Global Search checkbox can be used to search for ...