This application area’s workspace has a variety of Quick Actions available. The Quick Actions and their functionality are described in this section.

Keep in mind that an individual user or role may not have access to all of the tabs listed.

Demand Admit Form

The Demand Admit Form Quick Action is used to manually generate an admission form, which can then be printed. The button launches a Reporting Services admit form in a separate window.

To generate an admit form, follow these steps:

1. Select the visit.
2. Click the Demand Admit Form button. The visit’s admit form launches in a Reporting Services window.

General Configuration Options

This item has configuration options that enabled fields or functionality in RCM Cloud^®. These configuration options are detailed by topic below. Click the links to view more information on each configuration option.

In order for the admit form to launch, the Location Registry key DEMAND_ADMIT_FORM must be configured. The path to the Reporting Services report is entered in Value 1, and a parameter to populate the visit number in the report automatically is entered into Value 2.

Configuration

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

Location Registry Key	Description
DEMAND_ADMIT_FORM	Determines whether a notification message displays when a discharged visit number is entered or selected in Demand Admit Forms.
	Value 1 Description Reporting Services path Enter the path to the Admit Form in Reporting Services. Value 2 Description Report_Parameter_0=<VISIT_NO> This value populates the visit number in the report.

Attach Image

The Attach Image Quick Action is used to associate a variety of files, including images and documents that are already scanned, with a patient, visit, or billing event. A copy of the file is saved to the selected form type’s directory and attached to the visit, while the original file remains in its directory.

To attach a file, follow these steps:

1. File Name – Click the Browse button to navigate to the file to be attached. A File Open window displays.
2. Click on the file, and then click Open. The file’s name populates the File Name field.
3. Form Type – Click the drop-down menu and select the type of file to be attached. The drop-down menu is populated based on the user’s security access and displays in the Description column in the Patient Images tab. The file will be copied to the directory associated with the selected form type.
4. Description – Enter a description of the image (for example, driver’s license or insurance verification letter). This information also displays in the Description column in the Patient Images tab.
5. Select the level for saving the image:
   • Patient – Links the image to the patient’s URN.
   • Visit – Links the image to the visit number.
   • Billing Event – Links the image to a specific visit billing event. This option will be available from a workstation that allows the user to select a billing event (Billing, for example).

6. Date/By – These fields automatically populate with the current date and the user attaching the image and display in in the Patient Images tab.

7. Click Save. The file is uploaded and attached, and it will display in the Patient Images list.

General Configuration Options

This item has configuration options that enabled fields or functionality in RCM Cloud^®. These configuration options are detailed by topic below. Click the links to view more information on each configuration option.

Specify File Types that Cannot be Attached

Specific file types can be prohibited from being attached using the Global Registry Value key IMAGE_DISALLOWED_EXTENSION. File extensions (.exe, .cmd, .bat, etc.) can be entered in Global Registry Values Maintenance. If a user tries to attach a disallowed file type, a warning message displays. This can prevent executable or command files from being uploaded to RCM Cloud^®.

Configuration

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

Global Registry Values Key	Description
IMAGE_DISALLOWED_EXTENSION	Determines the file types than cannot be attached to a visit in Imaging based on the file extension. The Data Type field is not used.
	Value Data Type Length Seq. Description Extension type null 0 1 Enter a file type extension name (.exe, .cmd, .bat, etc.).

Copay Entry

The Copay Entry Quick Action is used to post patient payment (cash, check, credit/debit card) at the point of sale. For credit/debit card payments, the quick action interacts with a separate card reader attached to the system. The same batch number will be used for all payments created on the same day, and that date is combined with the username to create the batch description.

To post a payment, follow these steps:

1. Select the in the Scheduler.
2. Click Copay Entry. The Copay Entry window displays and lists the batch number, batch date, batch description, and visit number.
3. Pay Code – Enter a payment code in the first field or a payment description in the autocomplete field (clicking a suggested description to select it).
4. Amount – Enter the payment amount in dollars.
5. Comments – Enter any free-form text comments regarding the payment.
6. Check No – Enter a check number, if the payment is by check.

7. Click one of the following:
   • Receipt – Click to launch a payment receipt in Reporting Services.
   • Save – The batch and/or line item is created and available in a self pay work queue in Payment Posting.
   • Swipe – Click to swipe a credit/debit card for the payment. The Card Reader window displays. Swipe or manually enter card information in the card reader. When complete, the window will close, the payment is posted to the account (the line item is still added to the batch, but it is marked as Released), and the receipt will launch in Reporting Services.

General Configuration Options

This item has configuration options that enabled fields or functionality in RCM Cloud^®. These configuration options are detailed by topic below. Click the links to view more information on each configuration option.

Configure Receipt for Copay Entry Payments

To generate a receipt for the payment, the receipt report path and form type must be configured. The path to the receipt report and pass-through information is defined in the Location Registry key PAYMENT_ENTRY_RCPT_REPORT_URL. The Receipt form type is installed but needs to have a valid storage directory defined in Form Type Maintenance. That form must also be configured with imaging security rights.

Configure Receipt Report

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

Location Registry Key	Description
PAYMENT_ENTRY_RCPT_REPORT_URL	Defines the Reporting Services URL for the receipt report.
	Value 1 Description Reporting Services URL Enter the Reporting Services URL for the receipt report. (For example: Pages/ReportViewer.aspx?/InsightCS/IcsMain/InsightCS Application/WebPosPaymentReceipt) Value 2 Description Report Parameters Enter the report parameter pass through information. (For example: rs:Format=PDF&rc:Parameters=false&VisitNo=<VISIT_NO>&PaymentRowNo=<PAYMENT_ROW_NO>&RelativeRowNo=<RELATIVE_ROW_NO>&PayAmt=<PAY_AMT>&PayDate=<PAY_DATE>&CreateBy=<CREATE_BY>)

Configure Receipt Form

For this configuration, use Form Type Maintenance. Ensure the Payment Receipt form type (RECEIPTIMG form type code) has a valid Storage Directory.

Default Pay Code

A default pay code for patient co-payments can be configured using the System Registry key DEF_COPAY_PAY_CD. When the quick action is launched, the default code will automatically populate in the Pay Code field.

Configuration

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

System Registry Key	Description
DEF_COPAY_PAY_CD	Defines a default payment code for the Copay Entry quick action in Scheduling.
	Value 1 Description Payment Code Enter a valid payment code.