Practices

Select the checkbox at the top of the Practices administration page to view active practices only. Set the inactive/active status in the Practice Details section of the Practices details page.

When inactivating a practice, a pop-up will be displayed listing all users that will no longer be able to utilize the system because of the inactivation. See "Adding or Editing Practice Details" below.

Click to narrow the list of displayed practices, or to find a specific practice.

Click to return to the full list of practices. See "Searching for a Practice" below.

Click to open a blank record on the Locations details page to create a new location.

Click to open a new record on the Practices details page to create a new practice based on the practice associated with the button you clicked. The system copies many of the settings from the existing practice; however, it does not copy specific details, such as name and phone.

The button is only visible if the user has security to create a new practice.

Click the name of the practice on the Practices list page to view or edit practice information on the Practices details page. See "Adding or Editing Practice Details" below.

Select the option to search by practice name. Enter one or more characters in the Search field and click Search to view a list of all practices that match your search. The system searches for embedded text as well as starting characters.

If your search generates one or more matches, then the matching practices are displayed with the practice name and active status when the page refreshes. Select the desired practice to view the details. See "Accessing Practice Information" below.

Click to add a practice if no search results are found, or if the desired practice is not found, search again. See "Adding or Editing Practice Details" below.

Click to view the full list of practices. See "Viewing the Practice List" above.

Click to create a new practice on the Practices list page. This opens a blank record on the Practices details page to create a new practice. See "Adding or Editing Practice Details" below.

To edit an existing practice, click the name of the practice on the Practices list page. This opens the selected practice's record on the Practices details page. See "Adding or Editing Practice Details" below.

Enter the full address for the practice, including any suite numbers.

If ZIP code checking is enabled in the System Defaults administration page, then, when you enter a ZIP code that exists in the database, the system automatically fills in the city and state associated with the ZIP code, and if the ZIP code update option is enabled, then the system also updates the corresponding city and state data, if appropriate.

Select the checkbox if the practice is inactive.

The system clears it from the Practices list page. When inactivating a practice, a pop-up will be displayed listing all users that will no longer be able to utilize the system because of the inactivation. See "Viewing the Practice List" above.

Select an option to associate the practice with the selected practice management system.

If you select a host in the Host Type drop-down list for a host on the Hosts administration page, this field appears.

Once you associate the practice to a practice management system host, then you will be able to request updated patient information from the practice management system when selecting a patient during order entry or when searching for a patient. See the Find Patient or Order topic.

Click to open the Associated Users pop-up. You will be able show associated users by default and to have a filter for showing providers only. This displays a table with all users associated with the practice.

Click to open the Associated Locations pop-up. This will display all locations associated with the current practice. Select the Show Active Only checkbox to display only active locations.

Select an option from this drop-down list to have the system use the selected routing rule to set the testing lab for an order choice on the Order Patient Samples page.

The system applies practice-based routing rules to determine the testing lab for an order choice when appropriate according to the routing rule hierarchy. See the Order Patient Samples topic.

If you cannot find the desired routing rule, create a new rule in the Routing Rules administration page. See the Routing Rules topic. Select the blank option to not set a routing rule. The displayed routing rules are limited to those available for the signed in user's practice.

Select the diagnosis validation set the system uses for diagnosis and CPT code matching from the drop-down list.

Select from the drop-down list the value the system should use for the default insurance routing setting for any insurance records created for this practice.

If you cannot find the desired routing rule, create a new routing rule in the Routing Rules administration page. See the Routing Rules topic.

Select the blank option to use the system's default settings. The system only displays the routing rules available for the practice associated with your current signed-in location.

Select a host from the drop-down list to represent the source for demographic information. Add or delete a host from the list in the Host Details section of the Hosts details page. See the Hosts topic.

If you select a Demographic Source, select one or both checkboxes to determine whether to use the host's patient ID for a system practice ID or as the patient's medical record number. These checkboxes are selected by default.

Select an option from the drop-down list to specify the classification of the patient in the practice.

Select either Human or Animal from the drop-down list.

Select this checkbox to use the host's patient ID as the Medical Record Number (MRN) for the patient in the Demographics page. See the Demographics topic.

Select this checkbox to enable the system to override default Medicare billing and allow client billing for point of care orders. See the Setting Billing Account Numbers topic.

If this setting is enabled, it supersedes the Allow Client Bill setting on the Insurance administration page, and the practice, location, or user administration settings determine the billing status (Client Bill or Direct Bill).

If neither of the allow client bill settings are enabled, the default status will always be Direct Bill.

Select this checkbox to allow users to override billing defaults and specify direct or client billing while ordering. See the Order Patient Samples topic.

Select this checkbox to allow users to override billing defaults and specify direct or client billing in the Location Lab Accounts page. See the Location Lab Accounts topic.

Select this checkbox to allow all ordering providers to order and receive results from this practice.

This feature supports nursing home ordering and is not enabled by default.

Select this checkbox to prevent the system from allowing duplicate MRNs on patients in the same practice.

The system does not check blank MRNs for uniqueness, and patients may have the same MRN as a deleted patient, although the system will add an underscore and number ("_X") to the end of any non-unique MRN number.

When creating a new patient on the page, and you click Save when the MRN field value is not unique, the system displays an error and returns you to the MRN field. You will not be able to save the new patient until you enter a unique MRN. See the Demographics topic.

When a practice has the Force unique MRNs for all patients in this practice option enabled on this page and the Copy Patient MRN When Copying Patient to a Different Practice option enabled on the System Defaults administration page, then the system checks the original patient's MRN to see if it is unique in the new practice. If it is not, then the system appends "_#" and a number (up to 25) to the MRN until a unique MRN is found (e.g., mrn_5).

If it does not find one by the upper limit of 25, then the system logs an error and sets the patient's MRN to blank. See the Order Patient Samples topic.

However, if the pattern requirements set on the System Defaults or Locations administration pages for the MRN field used on the Demographics page do not allow underscores, then users will not be able to save changes on the Demographics page without changing MRNs with the added underscore and number ("_X").

If orders are being created from results and a new patient is created in a practice that forces unique MRNs, then the system checks the MRN sent in the HL7 message for uniqueness in the system before saving it for the newly created patient.

The system checks the original patient's MRN to see if it is unique in the new practice. If it is not, then the system appends "_#" and a number (up to 25) to the MRN until a unique MRN is found (e.g., mrn_5). If it does not find one by the upper limit of 25, then the system logs an error and sets the patient's MRN to blank.

Also, if new demographic data comes in for a patient, the system first checks the incoming MRN to see if it is the same as the existing MRN, and if not it creates a unique one (see above).

When a practice has the Force unique MRNs for all patients in this practice option enabled on this page and you change a patient's practice on the Patients administration page, the system requires unique MRN for the destination practice. See the Patients topic.

Click to display the Additional Information pop-up.

Click to display the Set TWAIN Device pop-up.

Select the TWAIN device to use by clicking the button with the name of the device. For example, HP HD Webcam TWAIN.

Click the link to upload an image from the computer via the Choose File button.

Click to remove all images from the table.

Click to convert the selected images into a single PDF.

Select the checkbox to select images from the table.

Sort the images by clicking the up and down arrow buttons.

Click to delete the images from the table.

Click to add the images to the page.

Click to view, add, edit, or delete the alerts and comments associated with the current practice. See the Alerts & Comments topic.

If there are alerts or comments for the practice, the button text is italicized.

Click to record all changes. Otherwise, complete the remaining sections, and then click Save.

Click to have the ability to hide or display sections on the Practices details page.

The button toggles all of the sections to either be hidden or displayed based on the state of the first section.

Add or edit the host name, type, and active status in the Host Details section of the Hosts details page. See the Hosts topic.

Select this checkbox to view active hosts only. Set the active/inactive status in the Host Details section of the Hosts details page. See the Hosts topic.

Enter the account number for the practice in the fields to add a lab account, if needed. If you enter a lab account number and select the Client Bill option for the host (see below), and if the patient's insurance company is set up to allow client billing, then the system defaults to using client bill.

To edit a lab account, highlight or delete text already displayed in the field, then modify as desired.

Select this checkbox to have the system assign the practice-level lab account number over the user-level and location-level settings. See the Setting Billing Account Numbers topic.

Select the checkbox to always send results immediately to the host.

This option is typically used for hosts that are not set up to receive results from the system. The system uses this setting when determining whether or not to deliver reports based on users' result delivery rules for new reports on the Result Delivery Rules administration page.

Click to record all changes. Otherwise, complete the remaining sections and then click Save.

Click to add a lab using the Host Selection page. See the Host Selection topic.

Click these arrows to arrange the labs in the desired priority order, with highest priority at the top of the list.

Once you add one or more labs, the system displays the lab names with Up and Down arrow buttons in the Move column for that lab list.

Click to delete a lab from the list.

Click to add a new lab list.

Click the arrow buttons to change the priority order for the lab list as a whole.

Click the arrow buttons to change the priority order for the lab list as a whole.

Click to set or modify the day/time periods for which the lab list is in effect. If you do not set any day/time constraints, the system considers the list active 24 hours a day, seven days a week. See the Day and Time Range topic.

Click to delete the entire selected lab list.

Click to record all changes. Otherwise, complete the remaining sections and then click Save.

Click to add order choice lists using the Order Choice List Search page. See the Order Choice List Search topic.

Click to return to the Practices list page without saving any changes.

Click to record all changes. Otherwise, complete the remaining sections and then click Save.

Click to add hosts using the Host Selection page. See the Host Selection topic.

This setting determines if results are sent to the chosen host.

Once you add one or more hosts, the Exclusion setting becomes a link within the Always send results to these Hosts section.

The default (no) setting enables the system to send results to the host, while the (yes) setting restricts the transfer of results. To edit this setting, click the Exclusions link next to the desired host name to change the setting in the Host Selection page. See the Host Selection topic.

Click to return to the Practices list page without saving any changes.

Click to record all changes. Otherwise, complete the remaining sections and then click Save.

Click to record all changes. Otherwise, complete the remaining sections and then click Save.

Select the option to have the system automatically enter the address information you enter (see below) for each patient a user creates on the Demographics page. This setting does not affect new patients created via HL7 messages.

Enter information in one or more of the address fields.

If ZIP code checking is enabled on the System Defaults administration page, then, when you enter a ZIP code that exists in the database, the system automatically fills in the city and state associated with the ZIP code, and if the ZIP code update option is enabled, then the system also updates the corresponding city and state data with any changes you make here, if appropriate.

As you enter address information, remember that you do not have to complete all of the fields. You may, for example, only wish to fill in the City, State, ZIP Code, and Country fields, if most of your patients are from the same city. If most of your patients live in the same nursing home, for example, then you may also wish to fill in the Address 1 and Address 2 fields.

Select the option to have the system automatically enter the phone information you enter (see below) for each patient a user creates on the Demographics page. This setting does not affect new patients created via HL7 messages.

Enter a phone number in the field to have the system automatically enter the phone number as the default phone number for new patient records on the Demographics page that users manually create.

Click to record all changes. Otherwise, complete the remaining sections and then click Save.

Select the checkbox to enable release result notifications. The new setting defaults to cleared, and if the new setting is selected, all newly created patients are notified when results are released. In addition, if the setting is selected, by default, all newly created patients are notified when results are released.

Click to enable all previous patients to be notified when results are released to the Practices administration page.

The button provides the user with the option to update all previous patients to be notified when results are released. A new alert is displayed asking whether the user would like to update all existing patients to this new setting.

If a particular patient does not want to be notified, the user can add the setting to the demographics layout and clear the checkbox for that specific patient.

Select one or more options to tell the system when to generate an insurance verification:

• Electronically creating or updating an order: The system will generate an insurance verification when the system automatically creates or updates an order.
• Electronically editing patient demographics: The system will generate an insurance verification when the system automatically edits a patient's demographics.
• Electronically updating patient insurance: The system will generate an insurance verification when the system automatically updates a patient's insurance.
• Manually creating or updating an order: The system will generate an insurance verification when a user manually places or updates an order.
• Manually editing patient demographics: The system will generate an insurance verification when a user manually edits a patient's demographic information.
• Manually updating patient insurance: The system will generate an insurance verification when a user updates a patient's insurance information.

Select whether to use system default–level settings or practice-level settings for insurance verification requests. You can't change this drop-down list unless there is an insurance verification host selected on System Defaults. 

• Use these settings: Select this option to use the settings listed here when this practice is the patient's or ordering location's practice for the particular action being taken.
• Use System Defaults: Select this option to disable all the settings listed here and use the System Default settings instead.
• Do not send verification: Select this option to not send any verification requests when this practice is the patient's or the ordering location's practice.

Select the checkbox to have the system automatically acknowledge and update all insurance verification responses (that are not in error) as they are received. The system will update the patient's insurance to the new information. The system will then place the request in Complete status. If the insurance verification API returns an error, the insurance verification request will not be acknowledged and updated, but instead will be put into the Fail status.