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Patient Wizards - Additional Information Area

Use the Additional Information Area to enter patient information such as the employment status, student status, consent code and organ donor code.  The table following the window example describes the Additional Information Area for the Patient Wizards.

Tips:

Directions:

To display the Data Entry Area for the Additional Information step:

  1. Follow the opening instructions for the appropriate Patient Wizard.

  2. Check-In New Patient Wizard

  3. Check-In Patient Wizard

  4. Patient Wizard

  5. New Patient Wizard

  6. Patient Guarantor Wizard

  7. Patient Policy Holder Wizard

  8. Register Patient Wizard

  9. Register New Patient Wizard

  1. Navigate to the Additional Information step.

 

Patient Wizards - Additional Information Area Example:

 

Patient Wizards- Additional Information Area Prompts

Tip:  To see more information about a field, click the hyperlink for that field name.

Don't Warn on Duplicate Charges?

Select one of the following options to indicate if Charge Entry should warn you about duplicate procedures for the same date.  (Y/N)

  • (N)o - Warn of duplicates

  • (Y)es - Do not warn of duplicates

Don't Accumulate Scheduled Time?

Select one of the following options to indicate if Scheduling should display the percentage of time booked.  (Y/N)

  • (N)o - Accumulate Scheduled Time.
    Tip:  Use this setting for normal patient accounts.

  • (Y)es - Do not Accumulate Scheduled Time.
    Tip:  Use this setting for dummy accounts setup to schedule impromptu meetings.

 

Living Will

Select one of the following options to specify if the patient has a living will.  (Y/N)

  • (Y)es - The patient has a living will or similar document.

  • (N)o - The patient does not have a living will.

Organ Donor

Select one of the following options to specify if the patient is an organ donor.  (Y/N)

  • (Y)es - The patient is an organ donor.

  • (N)o - The patient is not an organ donor.

Date of Death

If the patient is deceased, enter the date of death.  (mmddccyy)

Employment Status

Select one of the following options to indicate the patient's employment status.

  • FT - Full Time

  • PT - Part Time

  • RT - Retired

  • NE - Not Employed

  • blank

Student Status

Select one of the following options to indicate if the patient is a student.

  • F - Full Time

  • P - Part Time

  • N - Not a Student

  • blank

Release of Info

Select one of the following options to indicate the patient's authorization for releasing information.

  • Y - Yes

  • N - No

  • O - On File

  • A - Appropriate Release

  • I - Informed Consent

  • M - Limited or Restricted Release

 

Consent

Select one of the following options to indicate the patient's consent for treatment.

  • Y - Yes

  • N - No

  • R - Treatment Auth Revoked

  • blank

Date of Consent

Enter the date that the patient consented or refused treatment.  (MM/DD/YYYY)

Signature Source

Select one of the following options to indicate the source of the patient's signature.

  • C - Signed HCFA-1500 Claim Form on File

  • B - Auth HCFA-1500 Block 12 & 13

  • S - Auth HCFA-1500 Block 12

  • M - Auth HCFA-1500 Block 13

  • P - Provider Signature

Assign. of Benefits

Enter one of the following options to indicate the patient's instructions for assigning benefits.

  • Y - Yes

  • N - No

  • B - A/A on Lab Only

  • P - Patient Refuses to Assign Benefits

To display the previous step, click Back.

Keyboard shortcut:  [ALT + b]

To display the next step, click Next or press [ENTER].

Keyboard shortcut:  [ALT + n]

To validate and save the data for all of the Wizard steps, click Finish.  The Wizard window closes when the save is complete.

Keyboard shortcut:  [ALT + s]

To close the Wizard without validating or saving the data, click Close.

Other Patient Wizard Steps