Maintain Doctor Integration Codes

With the Maintain Doctor Integration Codes function you can review the settings for a specific code, add new settings for existing doctor codes, change the settings for existing doctor codes, or print the table. You cannot create, inactivate or reactivate doctor codes from within this function. You must use the Maintain Doctor Codes function located on the Tables menu.

Upon accessing this function the Maintain Doctor Integration Code screen will be displayed containing blank data fields. You can type in an existing code for editing purposes or click the magnifying glass to search the table.


 
After you have selected a code, the data stored for the code will display in each field. Make any necessary edits then click Save, otherwise click Cancel to exit this function.
 


Data Field Information
Prompt Response Req Len
Doctor Code Type an existing doctor code or click the magnifying glass to search the table. 4
Description This field is informational only and displays the existing description for the doctor code.   40
Allow Direct Scheduling If appointments can be scheduled directly into the schedule for this doctor code, select this check box. If this doctor code represents a Room or a Resource and you do NOT want appointments scheduled directly into the schedule, clear this check box. 1
Scan this Doctor If you want to include this doctor code when scanning for appointments, select this check box. 1
Printing Group If you want to include this doctor code in a printing group to use when printing superbills, type the Printing Group code or select from the Printing Group list.   5
Suppress Superbills If you want to suppress superbills from printing for this doctor, select this check box. 1
Max Patients per Day Type the maximum number of patients that can be scheduled for this doctor code in a day.   3
Max Units Per Day Type the maximum number of units that can be scheduled for this doctor code in a day.
 
When viewing a schedule, the total number of units scheduled for the doctor for a day will display at the top of the schedule view. The total number of units displays in red font to indicate when the Max Units Per Day for the Doctor has been exceeded. 		  3
Max Appts per Unit Type the maximum number of appointments that can be scheduled per unit for this doctor code.   3
Default Appointment Unit Type the default number of units for an appointment for this doctor code.   3
Database Locator If your practice has multiple databases, type the database number ONLY if you want to automatically switch databases for this doctor.   3
Sequence # Type the sequence number you want to assign that controls the order schedules are displayed in the Enter Patient Appointments function.   2
Missing Charge Doctor If you use more than one code for this doctor, type the code or select from the list to link an additional code to this doctor to use in the Missing Charge Report.

For example, if you use one doctor code for scheduling and a different doctor code for posting charges, you can link the two codes here and the Missing Charge Report will search for and include both codes.		   5

After the settings have been Saved, the information refreshes on the screen.

Inactive Codes - If you select a code that has been inactivated, the existing information for the code will display, but the data fields will be unavailable and you cannot make any changes.

If you are the System Manager, we suggest you limit access to the Maintain function to select staff members in your practice. You should also provide guidelines customized for your practice to these staff members for entering table data in a consistent manner. This should protect the integrity of your table information.

To edit existing codes in the table a user must have the Allow Table Update option selected in the Maintain Users function and be given the appropriate security level. For additional information about security levels, see the Function Security Menu and for setting up user codes, see Maintain Users. If the Maintain function is accessed and the user is not authorized to 'Allow Table Update', the Save function will be unavailable. These functions will appear dimmed on the screen and the user will only be allowed to Review codes. If the user does not have the appropriate security level to access the Maintain function, codes can also be reviewed using the Review a Doctor Integration Code function.

Action Column Functions
The Action Column functions are provided so you can perform multiple functions quickly and efficiently from within the Maintain function.

Select - Will display a new screen with blank data fields so you can select another code.

New - Not available in this function.

Next - Displays the next code in the table. If you are viewing the last code in the table and click Next, CGM webPRACTICE returns to the main Tables menu. If you make changes to the table and click Next, the changes will not be saved. You must click Save to save the changes before proceeding to the next table item.

Previous - Displays the previous code in the table. If you are viewing the first code in the table and click Previous, CGM webPRACTICE returns to the main Tables menu. If you make changes to the table and click Previous, the changes will not be saved. You must click Save to save the changes before proceeding to the previous table item.

Print - You can print all or part of the contents of the table. For additional information about printing, see Print the Doctor Integration Code Table.

Inactivate - Not available in this function.

Reactivate - Not available in this function.