Patient registration preferences

You can set up the preferences for registering patients and the Patient Lookup dialog box.

To set up the preferences

1.   From the Utilities menu, click Preferences.

The Preferences dialog box appears.

2.   On the Operation tab, under Registration, set up the following options:

·        Patients younger than (number of) years of age cannot be guarantors -Type the default age below which patients cannot be considered a guarantor.

·        Assume patient is NOT the guarantor - Select this check box so that guarantors are not entered automatically; you must manually enter the person responsible for payment when registering patients.

·        Default to blank Patient Type - Select this check box if you want the patient type to be blank, by default, when registering patients; you must manually enter a type. (The default setting in the Edit Practice Locations dialog box takes precedence over the preference setting.)

·        Default to Checks to Office? - Select this check box to indicate on the claim forms that a patient's signature is on file to have insurance payments sent to the office. An estimated insurance balance is created according to the setup of the insurance profile. This preference can be overridden on an individual basis from the Financial tab of a patient's Patient Information Center.

·        Require referrer to be filled in? - Select this check box so that a new patient cannot be registered without selecting a referral source.

·        Require general dentist to be filled in - The Show General Dentist Fields preference must be selected for this option to appear. Select the check box so that a new patient cannot be registered without selecting a general dentist.

·        Auto_Numbering - Select one of the following options:

·        Off - To turn off auto-numbering for all practice locations.

·        On (Global) - To turn on auto-numbering for all practice locations. The patient numbers at all practice locations will start numbering with the same number.

·        On (By Location) - To turn on auto-numbering but allow each practice location to have a different starting patient number. By default, this option is selected.

·        Do not allow duplicate patient (account) numbers within a single location - Select this check box if you do not want to allow duplicate patients for any given location. With this setting enabled, for any location, if you try to register a patient using a patient number that is already in use or if you try to change the patient number of an existing patient in the Patient Information Center to a patient number already being used, a message appears and states that you may not use that patient number.

·        Duplicate Social Security Numbers - Select what you want to have happen if you try to register a patient using a Social Security number that is already in use or if you try to change the Social Security number of an existing patient in the Patient Information Center to a Social Security number already being used:

·        Allow - Duplicates are always permitted, and no message appears.

·        Allow with Warning - A message appears and states that the Social Security number is already in use, and you can choose whether or not to continue (the name and Social Security number of the patient who already has that Social Security number appears in the message).

·        Prevent - Duplicates are never permitted, and a message appears and states that you may not use the Social Security number (the name and Social Security number of the patient who already has that Social Security number appears in the message).

·        Assume new patients have insurance by default - Select this check box so that you are prompted to attach an insurance profile when registering patients.

·        Default provider to first provider to first number for location - Select this check box so that the first provider in the current location to be selected by default anywhere there is a menu of providers. This preference overrides the Default provider to no value check box in the Preferences dialog box.

·        Allow duplicate patients - Select this check box to allow patients with the same name, birth date, and Social Security number as en existing patient to be registered.

·        Default Privacy Consent to Date of Registration - Select this check box so that the date in the box for the privacy consent form defaults to the date of a patient's registration.

·        Default Last Med Hx. Update to Date of Registration - Select this check box so that the date in the box for the patient survey defaults to the date of a patient's registration.

·        Force location to be that of the logged in workstation - Select this check box so that the default location is the same as the computer from which you are registering a patient.

·        Show contact info - Select this check box if you want the contact information to appear with the registration information.

3.   Click Ok.

 

Need more help?

You can visit our website, contact EndoVision Customer Support, or suggest a new feature or improvement on User Voice.