This feature lets you customize which fields of information show in various areas, field size, and the order in which they show.
In the Main Menu, click Setup, Display Fields.
Categories:A/R Manager Sent Grid: For Transworld Systems Inc. (TSI) users only. Determines the columns in the TSI A/R Manager for sent accounts grid. See TSI Unsent Accounts.
Chart Module progress notes can be customized using the Show tab.
Double click a category to customize the information that shows.
Select which fields to show by moving fields between Available Fields and Fields Showing. Highlight the fields then click the left or right arrows in the middle of the window.
Double click on a Fields Showing field to change its properties.
To change the order of fields, click the up/down arrows.
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.
Date Bal Began: Used in the A/R Manager Sent and Unsent Grids. Date a patient's balance began.
Days Bal Began: Used in the A/R Manager Sent and Unsent Grids. How many days ago a patient's balance began.
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.