Review a Type of Visit Code

With the Review a Type of Visit Code function, you can only review the information currently stored for a type of visit code. The Review function is provided for users that do not have access to the Maintain function. For information about creating new codes or changing existing code information, see Maintain Type of Visit Codes.

Upon accessing this function the Review a Type of Visit Code screen will be displayed containing blank data fields.

Data Field Information
Prompt Response Req Len
Type of Visit Code Type the code you want or click the magnifying glass to search the table. The code cannot include spaces.   3
Description Type a description of the code. 20
Number of Units Type the number of units typically required for this type of visit. This number will default in the Units field when you schedule an appointment for this Type of Visit. 3
New Patient If you mark this field for Type of Visit it will mark the New Patient field in appointment screen or when you change the Type of Visit in appt screen   3
Recall Type This field is for Text Users only - You can assign a specific Recall Type to a Type of Visit code so that when you schedule an appointment and select the type of code for the appointment, the system will automatically check to see if the patient has any future Recalls stored on their account that match the code tied to the type of visit code. If there is a matching Recall you will have the option to access the Patient Recall Function directly to add, edit, or delete recalls.

This field does not apply to CGM webPRACTICE Users because all future Recalls are automatically displayed in the Scheduling Inquiry screen for every patient selected when scheduling patient appointments.
  6
DMS Letter to Print Select the DMS Letter to print for this type of visit. When you save an appointment for this type of visit, the Printers dialog box will display so you can choose whether or not to print the document at that time, in preparation for the patient's appointment.   30
Type of Service Type the code you want or select a code from the Type of Service list.

If you link a Type of Service to this Type of Visit, the Missing Charge Report will include all scheduled appointments where the posted procedures do not match the Type of Service linked to the Type of Visit.

For example, if you schedule an appointment with a 'Follow-Up' Type of Visit that has the 'Medical Care' Type of Service linked to it but you only posted an x-ray procedure (type of service), then the appointment will show on the Missing Charge Report because it is looking for a procedure that is tied to the 'Medical Care' Type of Service.
  3
Schedule Room Type the Room or Resource doctor code you want or select from the Schedule Room list. The list will only display doctor codes that are designated as Resources. You should only select a code if you want to have an appointment automatically scheduled for a Room or Resource when scheduling this type of visit code for a doctor.   4
Room Location If you selected a Schedule Room code, type the Location code for the Room or select from the Room Location list.   3
Database Locator This field defaults to the current database, but if you selected a Schedule Room code and the schedule for the Room resides in a different database than the Doctor's schedule, type the database where the schedule has been created for the Room. 2
Scan Visit Code If you want to include this Type of Visit when using the Scan function to schedule appointments, select this check box. 1
Suppress Superbill If you want to suppress superbills from printing for this Type of Visit code, select this check box.   1
Color Click the magnifying glass to search the Color table and select the color you want to assign to this code. If you select a dark color, the font color for the text displayed in an appointment slot for this type of visit will automatically switch to display white text instead of black.

If you assign colors to your Type of Visit codes and schedule an appointment for multiple units, the schedule will display the color for each time slot containing a unit.
  10
Location Code This field is not currently in use.   3
Unit Value A unit value may be assigned to each type of visit to limit number of appointments.   3

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

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

New - Unavailable in the Review 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.

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.

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

Inactivate - Unavailable in the Review function.

Reactivate - Unavailable in the Review function.