Patient Types and Patient Codes

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

  1. In the Demographics panel on the Patient Dashboard, select the Modify link.

  1. In the Additional Info Panel, select the Lookup icon beside Patient Type or Patient Code.

  1. Select the Add button.

  1. Enter a short Identifying Code. (Required)
  2. Enter a Description.
  3. Select Save [F2].

You will now be able to select the new Code.

Remember to Save the Modify Patient screen.


    • Related Articles

    • Add/Modify/Delete Transaction Codes

      Add/Modify/Delete Transaction Codes There are System delivered Transaction Codes for Payments, Adjustments, Write-Offs, Transfers, and Collections, but Custom Transaction Codes can be added by the User. (Permissions controlled) Add Custom Transaction ...

    • 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. Using the Estimate Patient Responsibility icon allows you to provide accurate ...

    • 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 ...

    • Re-Apply Patient Credit Balances

      Re-Apply Patient Credit Balances This function is on the Encounter Dashboard and is used to move a Patient credit to a different Line, Encounter, or Patient. If there is a credit remaining after re-applying, it will remain on the original Encounter. ...

    • Appointment Types: Add/Delete/Expire

      Create Appointment Types that are identical to the existing Appointment Types in the Clinical Documentation. Create an Appointment Type From the Scheduling Dashboard, click Scheduling Setup. Click the Types tab. Click Add. Type: Enter a short name ...