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You set up patient data sheets and fee tickets in the Data\Fee Ticket Practice Preferences. The following table describes the fields available.
Patient Data Sheet/Fee Ticket Options
| Field | Description |
|---|---|
| Patient Data Sheet Assignment of Benefits Clause | Enter the wording that your practice uses for the assignment of benefits. The Patient Data Sheet form has the "Assignment of Benefits Clause" instead of a default footer. |
| Mask SSN on Patient Data Sheet/Fee Ticket | Select this check box to display only the last four digits of the Social Security numbers on printed data sheets and fee tickets. The number displays in the format: ### - ## - 1234 If this check box is cleared, then the numbers display in their entirety. |
Patient Data Sheet/Fee Ticket
Do not select the same option for both of these fields. If you do, the image and text will overlap on the printed page.
| Field | Description |
|---|---|
| Header Image Position | Select Left, Center, or Right to set the position of your Header Image (Practice logo) on Patient Data Sheets and Fee Tickets. |
| Header Text Position | Select Left, Center, or Right to set the position of your Header text on your letters. The header text that prints on Patient Data Sheets and Fee Tickets is the practice name and address information from the practice master file. |
Fee Ticket Options
| Field | Description |
|---|---|
| User-Defined 1 Name User-Defined 2 Name | On the Fee Ticket, you can choose any two of the following fields to print on the last line of the Fee Ticket header. Appointment - Location Appointment - Udf 1-2 Case Description Case Employer Case Number Charts - Udf 1-8 Clinical - Udf 1-4 Encounter - Admitting Encounter - Consult 1-2 Encounter - ENC 1-12 Encounter - Udf 1-4 Encounter Onset Date (for example, the date of injury) Family Income Family Size Next Future Appointment Poverty Cat (Category) Poverty Percent Primary Care Physician SF (Sliding Fee) Discount Percent |
| User-Defined 3 Name | Enter the name you want to use to label the user-defined 3 field. This information prints on the fourth line of the fee ticket. |
| User-Defined 3 Data Source | Select a data source to correspond with name entered in the User-Defined 3 Name field. The data sources you can select include the same fields used in the User-Defined 1 & 2 Fields and also includes two additional options: Last Global Exp. Dt – pulls data from the After Care Days field on the Service Item Library Maintenance window and calculates the after-care expiration date. If the patient's chart has encounters with multiple after-care procedures, the after-care expiration date furthest in the future prints on the fee ticket. Weight/Height – pulls data from the Height and Weight fields on the Clinical tab on the Encounter Maintenance window. This information is pulled from the last encounter. If no data is in the field where data is being pulled from, this field is blank on the fee ticket. However, if a name was entered in the User-Defined 3 Name field, the name prints with or without data. This information prints on the fourth line of the fee ticket. |
| Include Last 4 Diags on default Fee Ticket | Select this check box to print a patient's last four diagnosis codes and descriptions at the bottom of the standard (default) fee ticket. These diagnosis codes are based on the most recent encounter date and the order that the diagnosis is attached to the encounter. If less than four codes are attached to the most recent encounter, additional codes are extracted from previous encounters until there are four total. If this check box is not selected, no diagnoses print on the fee ticket. |
| Limit Last 4 Diags to the previous encounter | If you select the Include Last 4 Diags on default Fee Ticket check box, you can also select this check box to limit the four diagnoses to be only from the previous encounter instead of from all previous encounters. This setting prevents too many old diagnoses from being printed on the fee ticket. For example, if a patient only has two diagnoses on the current encounter but has only one diagnosis on the next most recent encounter, only the older diagnosis prints on the fee ticket. However, if two newer diagnoses are added, that one older diagnosis will no longer print. |
| Include All Same Day Events for Patient on Fee Ticket | Select this check box to include multiple events for the same day on the patient's fee ticket. The application can display up to three events on the fee ticket, listing them in chronological order for the day. The events print in the Event box on the fee ticket. When displaying more than one event on the fee ticket, the application uses the short name for the event. Short names for events must be set up ahead of time in the Scheduling Administration section of the application. Reference: For information on setting up short names for events, see the Adding Events section in the Scheduling Administration chapter. |
| Hide fee ticket footer | Select this check box to prevent the footer from printing on the fee ticket. Instead, the fee ticket body image stretches to the area where the footer normally prints. |
| Use Event Image in body if it exists | Select this check box to print an Event Image fee ticket when a fee ticket is attached to an event/resource and an appointment is scheduled and an encounter is created. If this option is not selected or an event image does not exist, the application goes to the next level to find an image and continues this process until an image if found. If there is, and the Practice Preference of Use Event Image in body if it exists is selected, the fee ticket prints correctly before and after a check in. |
| When printing from an appointment | Determine whether to use appointment detail or the encounter complaint when users print fee tickets from an appointment by selecting one of the following: Use appointment detail on Fee Ticket Use encounter complaint on Fee Ticket |
| When printing from an encounter | Determine whether to use appointment detail or the encounter complaint when users print fee tickets from an encounter by selecting one of the following: Use encounter complaint on Fee Ticket Use appointment detail on Fee Ticket |