When you configure a packet, you must select a program to assign the packet to. You can also configure a packet for a single practice or an entire enterprise.
- Open the BH Foundation Configuration template, and then expand the Packet/Intake Prescreen/Regulatory Items Configuration panel.
- Select either Packet, Intake Prescreen, or Regulatory Category.
- In the Practice field, do one of the following:
- To configure a practice-specific packet, select a practice.
- To configure a packet for an enterprise, leave it blank.
- In Program/Category, select a program from the list.
- Select a number to apply the configuration to the selected position.
The selected number appears in the # field.
- In the Subgroup field, do one of the following:
- To create a section header, select Header.
- To add blank space between items, select Spacer.
- To open a document from the packet, select Document.
- To open a template from the packet, select Template.
- In Caption, enter the header text to display on the packet.
- In Template/Document Name, select the template or document from the list.
Note: The list of templates appears if you select Template in the Subgroup field. The list of documents appears if you select Document in the Subgroup field.
- Select Cl to delete details from all the fields.
- Select Add/Update.
The
Caption text appears next to the selected number.
Note: The Packet Navigation template remains open when the provider opens another template. This option enables providers to quickly return to Packet Navigation to continue their workflow.
