Procedure Entry Integration

With the Procedure Entry Integration function, you can select functionality and system defaults that are used when posting procedures. We recommend you modify/select these various settings according to the individual needs of your practice every time a new database is created. This information must be set up for each database and entered from within that database.
 


Data Field Information
Prompt Response Req Len
Accept Assignment Default If you want the Accept Assignment default to be 'Yes', select this check box.   1
Default Per Dr for Ins Dr

If you want the Ins Dr field to default for the Per Dr code, select this check box.

 
The following criteria is used to determine the default doctor:
  • If you are posting using superbill numbers, defaults to the appointment doctor code
  • If you do not post using superbill numbers, defaults to the patient's Responsible Doctor code

If you select a case:

  • Defaults to the case doctor code
  • If there is no doctor tied to the case, the Per Dr code is not changed
   1
Always Accept Assignment If you want to always accept assignment on all claims, select this check box. This overrides any other 'accept assignment' settings throughout the system. If you leave this check box blank, assignment is determined based on a hierarchy of the other assignment fields. For more information, see the Accept Assignment Protocol section under Introduction, System Processes.   1
Department Required If you want the department to be required,  select this check box.   1
Case Required If you want a case to be required, select this check box.   1
Post from Superbill Number

If you want to post charges using ticket/superbill numbers, select this check box.

   1
Check for Duplicate Transactions If you want to receive a warning message to prevent posting duplicate charges, when a charge matches the procedure code, date of service, and location of a previously posted charge in the last 90 days, select this check box.   1
Superbill # Required If you want a superbill # to be required,  select this check box.   1
Default DX's from Patient's Last Visit If you want the diagnoses from the patient's last posted visit to default in the Procedure Entry Function, select this check box. This field will override what is entered in the 'Default Diagnosis' field in the Patient Name and Address Information screen.   1
Use Case Dr as Per Dr If you want the Case Dr to default for the Per Dr, select this check box.   1
Default last Modifier

If you want the last modifier entered to default in procedure entry, select this check box.

   1
Use Case Location as Loc If you want the Case Location to default for the Loc, select this check box.   1
Default last Procedure Code

If you want the last procedure code entered to default in procedure entry, select this check box.

   1
Do Not Round Up Anesthesia Units If you do not want to have the anesthesia units rounded up for Anesthesia Attachments (which will affect the Amount Charged), select this check box.   1
Allow Entry of ICD-9 Codes If you want to allow the entry of ICD-9 Codes, select this check box.   1
Claim Level Attachments Select your practice’s most-frequently used attachments that you want available for quick selection from the attachments list during procedure entry. You can use the View More option during procedure entry to see all of the available attachments, so you will be able to select lesser-used attachments and not clutter up your quick selection list.
 
Type the attachment abbreviation or click the magnifying glass to search the table. To remove an attachment from the list, click the trash can icon to the left of the attachment name.		    
Line Level Attachments Select your practice’s most-frequently used attachments that you want available for quick selection from the attachments list during procedure entry. You can use the View More option during procedure entry to see all of the available attachments, so you will be able to select lesser-used attachments and not clutter up your quick selection list.
 
Type the attachment abbreviation or click the magnifying glass to search the table. To remove an attachment from the list, click the trash can icon to the left of the attachment name.		    
Tab Stops in Upper Section
 
Tab Stops in Lower Section		 You can customize the tab stops on the upper and lower sections of the Procedure Entry screen. When you select a check box, a tab stop is set for that field. By default, all of  the check boxes will be selected, which means that pressing TAB on the Procedure Entry Function screen will move the focus of your pointer through the fields in the order as displayed on this Integration screen—down each column, from left to right. If you do not want the pointer to stop at a particular field when you press TAB, clear the check box for that field.    
Maximum Procedure Lines Type the maximum number of procedure lines (up to 400) that each encounter can contain.  

3