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Accounts Field Configurations Setup

Streamline data entry controls how specific fields handle data and provide options to assist with data entry of specific payer types.

Selections made in this area are user-defined and should not be made on assumptions. Defaulted data must be information that is consistent for either specific payers or for all payer types, and should not be provided if that data is likely to change. 

Pages organize available fields in the Accounts Module. Field Configurations can be selected for all accounts or specific payers. 

Mandatory Entry: When checked, this field must contain data before the account can be saved. This ensures that bills have basic information (such as the account number, member information, and likely some patient information). Mandatory Entry icons can be shown by using the Toggling Mandatory Entry Highlights from the More Options toolbar. This will appear as a green circle with an exclamation point (!) in the field.

Disable: When checked, remove the field from the data entry. This means that no data can be entered or edited in the field, and the field appears grayed out. This configuration should only be done carefully. 

 Disable can be combined with default, so that data can be populated but not changed. 

Default Value(s): When available, data entered populates in this field when a new account is entered. Data populates with a newly entered bill if not payer-specific, or if payer-specific, only when a new payer is entered, and not on already-entered bills. Defaulted data can be changed. If the Default Value option has a drop-down arrow, the entry must be selected, if there is no drop-down, type the data directly into the field.

When SAVE is clicked any changes will be saved, if CLOSE is clicked before a change has been saved the user is prompted with a warning.