Scheduling Patient Tab

The Patient tab is used to add or update the patient’s address/contact and alert information. Most patient demographic information is patient-level information, meaning it is carried forward automatically to future visits. Information entered here can be used to record contact information and emergency contacts, for reporting purposes, for booking people with similar ethnicity and language in the same rooms, or to trigger automatic conflict checks when ordering items for the patient.

In Scheduling, this tab displays when an individual appointment is selected in the Appointment Scheduler. For a group appointment, see Patients tab.

To update patient information, follow these steps:

1. Last, First, MI – Update name information.
2. Sex – Click the dropdown and select the patient’s sex.
3. DOB – Click the field to enter the birth date directly or to select from a calendar. The Age field is automatically calculated.
4. SSN – Enter the person’s Social Security number.
5. Marital – Click the dropdown and select a marital status.
6. Street – Enter the mailing address. Information can be entered on multiple lines.
7. Perm/Local – The Perm option is selected by default and defines the patient’s permanent address. Click the Local option to enter a temporary address. When Save is clicked to save the information, if only one address is defined, a message displays asking if the address should be copied to the undefined option. Any change to the primary address updates the local to match the primary.
8. Email – Enter a valid e-mail address.
9. City – Begin to enter the city name. An autocomplete list with all cities (listed with state and zip code) matching the entered letters displays (after two letters are entered). Click on a description to select it. The City, State, and Zip Cd fields are automatically populated with the selected city information.
10. State – Click the drop-down and select the state.
11. ZIP Cd – Enter the ZIP code for the address (The City and State fields automatically populate.) or begin to enter the name of the city in the City field. An autocomplete list with all cities matching the entered letters displays (after two letters are entered). Click on a city to select it. The State and ZIP/PC automatically populate.
12. Phone/Cell – Enter the phone number, including the area code, into the field.
13. Click Save.

Patients

The Patients tab is used to arrive, un-arrive, depart, or no-show individual members of a group appointment. Group appointment visits can have varying statuses, which are managed in this tab. Visits can also be added to the group here.

In Scheduling, this tab displays when a group appointment is selected in the Appointment Scheduler.

Add Existing Visit

To add a visit to the group appointment, follow these steps:

1. Click the Add button . The Patient Search wizard displays.

2. Enter any of the following search criteria:
   • Last, First, and MI – Enter at least one letter of the patient or guarantor’s name in one of the name fields. More information entered in the name fields leads to a more targeted search result set. The search results display faster, and a smaller result set is easier to read.Note: The search includes any AKA or maiden names associated with the patient’s URN. For example, if a female patient’s last name changed because of marriage, RCM Cloud^® will search for the maiden and married last names.
   • MRN – Enter the patient’s Medical Record Number.
   • SSN – Enter the patient’s Social Security Number.
   • Visit No – Enter the patient’s visit number.

3. Click List. The search results are returned.

4. Click on a patient to select it.
5. Click Next. The Admitting Diagnosis page displays.

6. If the visit already has an admitting diagnosis, it displays on the page. If not, enter the diagnosis by one of the following methods:

   • Diagnosis – Enter a diagnosis code in the first field or a diagnosis description in the autocomplete field (clicking a suggested description to select it). For more information, see Autocomplete Fields.
   • Freeform – Enter free-form text into the field.
7. Click Next. The visit is added to the group appointment.

Alert Codes

The Alert Codes tab displays pertinent information (physical condition, VIP status, etc.) regarding the patient. Alerts added here also display in the Patient Data Panel. Alerts can be assigned at the visit or patient level or both. Patient-level alerts carry forward with the patient, while visit-level alerts are specific to the visit.

To add an alert, follow these steps:

1. Click the Add button . A row is added to the list and the Alert Type drop-down menu is enabled.
2. Alert Type – Click the dropdown menu and select the alert code type:

• Patient Alert Code – Select this option to add the alert at the patient level. The dropdown contains only alerts that are set up as patient alerts or both.
• Visit Alert Code – Select this option to add the alert only to the specific visit. The dropdown contains only alerts that are set up as visit alerts or both.

3. Alert Code – Click the dropdown and select an alert.

Note: If the alert code Restricted is selected, the patient will be noted as restricted on admit forms.

4. Click Save. The alert is saved and added to the Patient Data Panel.

Delete Alerts

To delete an alert, follow these steps:

1. Click on an alert in the list to select it.
2. Click the Delete button . The alert is deleted from the list.
3. Click Save.

Patient Images

The Patient Images child tab lists images associated with the visit, patient, and/or billing event. The images available depend on the application area and parent tab. For example, the Patient Images child tab in the Collections application area and under the Collection Event parent tab lists images associated with the selected collection event. But the tab in the Registration application area and under the Patient parent tab will have filter options at the bottom right of the tab, allowing you to filter by images associated at the patient, visit, or billing event level.

Users must have view rights (in Imaging Security Maintenance) for the form type in order to view the image.

To view an image, follow these steps:

1. Filter the list by clicking either of the following options, if needed:
   • Patient – Displays images associated at the patient level.
   • Visit – Displays images associated at the visit level.
   • Episode – Displays images associated at the billing event level.

2. Click on an image in the list to view it. The image opens in another window or application, depending on the file type.

Delete an Image

To delete an image, follow these steps:

1. Click the Delete button  for an image in the list. The image is deleted.
2. Click Save.

General Configuration Options

Patient as Guarantor Check and Override

• A check can be performed to ensure that patient information matches guarantor information when the patient is selected as the guarantor. It can overwrite the guarantor information automatically when patient information or the guarantor is changed using the System Registry key PAT_AS_GUAR_CHK.

Display All Images

• All image files can be listed even if a user does not have access to view them by enabling the Global Registry key DISPLAY_ALL_IMG_FILES.

All image files that are part of the patient or visit record can be listed in the Patient Images tab even if a user does not have access to view them by enabling the Global Registry key DISPLAY_ALL_IMG_FILES. User access to specific image form types is determined in Imaging Security Maintenance. Although the image file is listed, the user cannot view it.

Configuration

For this configuration, use the key(s) in Global Registry Maintenance with the settings described in the table below.

Global Registry Key	Description
DISPLAY_ALL_IMG_FILES	Determines whether all of a patient or visit’s image form types display, even if the user does not have security access to view them.
	Value 1 Description 0 Only the image form types the user has security access to view are listed. 1 All image form types are listed, including those the user does not have security access to view.