This feature lets you customize which fields of information show in various areas, field size, and the order in which they show.
A/R Manager Sent Grid: For Transworld Systems users only. Determines the columns in the TSI A/R Manager for sent accounts grid. See TSI Interface.
A/R Manager Unsent Grid: For Transworld Systems users only. Determines the columns in the TSI A/R Manager for unsent accounts grid.
Account Module: Columns in the Account Module, Patient Account grid.
Account Patient Information: Determines if a patient information area displays in the Account Module, and the fields that show. This area will not show at all if no fields are listed under Fields Showing.
Appointment Bubble: Information that shows in the popup bubble when you hover over an appointment in the schedule.
Appointment Edit: Columns in the Procedures on this Appointment grid in the Edit Appointment.
Chart Patient Information: Fields in the Chart Module, Patient Info area.
Family Recall Grid:Columns in the Family Module, Recall grid.
Ortho Chart: Columns in the lower grid of the Ortho Chart window. This setup is different than other display fields. See Ortho Chart.
Outstanding Ins Report: Columns in the Outstanding Insurance Claims Report.
Patient Information: Rows in the Family Module, Patient Information area.
Patient Select: Columns in the Select Patient grid.
Procedure Group Note: Columns in the Procedures List when adding a Procedure Group Note.
Recall List: Columns in the Recall List.
Statement Main Grid: Columns in the StatementMain grid when Statement Layout.
Treatment Plan Module: Columns in the Treatment Plan Module, Procedures list, on saved and printed Treatment Plans, and in the TreatPlanMain grid when Treatment Plan Layout.
Chart Module progress notes can be customized using the Show tab.
Click OK to save.
We continue to expand this feature by adding more grid types and more column fields. If there are other grids or fields that you are interested in, please submit a feature request.
Most fields that list under Available fields are self explanatory. Below are a few that need additional explanation.
Allowed: The PPO fee for PPO plans or the allowed fee for out of network plans.
ABC0: Indicate the patient's credit rating or other personal attributes discreetly in the Patient Information grid.
Broken Appts: Display the number of broken appointments a patient has. The count is based on the broken appointment procedure (DD986) if it exists in the Procedure Code List, or if it doesn't exist, adjustments with a broken appt type.
Clinic: The clinic abbreviation.
ClinicDesc: The clinic description set.
Discount Plan: Adds the name of the patient's Discount Plan to the appointment bubble.
DPlan: Indicates the discount amount in the Treatment Plan module when a patient has a discount plan.
Estimated Patient Portion: Estimated patient portion for attached procedures. (patient portion = gross production - estimated insurance write-offs + adjustments - insurance estimates)
Invoice Number: Invoices automatically generate a unique invoice number. Use the invoice number to search for the associated patient in the Patient Select window.
Last Proc: Date of last completed procedure for the family.
Pat Fields: Adds all Patient Fields.
Patient Portal: Indicates if patient has been granted access to the Patient Portal. Double click this field to Grant Access or generate new passwords.
Pat Restrictions: Lists restrictions associated to the selected patient, such as appointment scheduling in the Edit Patient Information.
Referral: Show referral cells in the Family module, Patient Information area when patient has a referral source (to, from, or custom). The label for custom referrals is determined by the New Description text. The Referred From and Referred To labels cannot be changed.
Signed: Indicate when an item has been electronically signed (e.g. procedures, consent forms).
Tobacco Use: Indicates a patient's tobacco use history (up to three of the most recent assessments). Can only be added to ChartPatientInformation. Double click to open the Tobacco Use window and assess status. EHR Tobacco
Specialty: Used for differentiating patient clones.