Referrals

Referring providers are maintained via Referrals maintenance. The following demographic and billing control information is maintained about the referring provider:

REFERRAL TAB

Lookup	Lookup value assigned to the referring provider
Referral Type	Type of referral
Referral Group	Group (if any) that the referral provider belongs to

Personal Information

Title

Title (Mr, Ms, Mrs, etc.)

Salutation

Indicates how letters to the patient will be addressed (Dear Salutation....) Values are:

•	Title & Last Name

•	First Name

•

Nickname

First/M/Last

Name entered in First, Middle and Last sequence

Nickname

NickName. Will default from patient fiest name

Generation

Generation (Jr., Sr., etc.)

Degree

Degree (MD, CRNA, Phd, etc.)

Address

Address consisting of:

•	Street Address

•	Street Address (Add'l)

•

City

•

State

•	Postal Code

The tab order will skip from Street Address (Add'l) to the Postal Code. The Postal Code lookup will complete the City and State. In addition, the Postal Code lookup will default the Area Code of the telephone numbers if the Area Code is defined in Postal Code Maintenance.

Country

A foreign country may be entered if needed.

Home

Home telehone number.

Fax

Fax telephone number

Work / Ext

Work telephone number and extension

Other

Other telephone number

Mobile

Mobile telephone number

Pager

Pager telephone number

E-Mail

E-Mail address

Details

Birth	Date of Birth. See date field definition for use of two/four digit years.
Marital Status	Marital Status
Sex	Sex (Male, Female, Unknown)
Specialty	Specialty that best describes the specialty of the staff member

Identification Numbers

Soc Sec No	Social Security Number
Tax ID No	Tax ID number of the referral provider's practice
UPIN	Universal Provider Identification Number If the UPIN is unknown or recently applied for, entered "PENDING" as the UPIN and MedSuite will hold all claims for the referring provider.
NPID	National Provider Identifier number If the NPI is unknown or recently applied for, entered "PENDING" as the NPI and MedSuite will hold all claims for the referring provider.
State Lic No	State License Number

User-Defined Fields

Up to four user-defined fields may be entered. These fields may be set up in the Practice Setup - UDF Info Tab

Buttons

OK	Close the form and save the changes
Cancel	Close the form and do not save the changes (if any).

IMAGING TAB

MedSuite supports both Workflow Indexing and Manual Indexing. Workflow Indexing may index images to Patients, Visits, Payments, and Claims. In addition to Patients, Visits, and Payments, Manual Indexing allows images to be indexde to the following list of "entities":

• Account

• Visit

• Visit Batch

• Payment

• Payment Batch

• Claim

• Company

• Practice

• Division

• Carrier

• Staff

• Referral

• Facility

• Plan

• Fee Schedule

• Rate Structure

An Imaging Tab has been added to the Patient, Visit, Payments, Ledger, as well as the Setup functions of the above entities so that images indexed to the entity may be viewed by the user.

This tab contains a common frame that is used throughout MedSuite.

Image Tree

A "tree" structure containing a list of the images tied to the displayed entity (Patient, Visit, Plan, etc.) is displayed on the left side of the window.

The "tree" contains five "branches" although all five are never displayed at the same time. The "leaves" on each branch represent images indexed to the branch. The branches are:

• Patient - Images indexed to the patient (Action = Patient)

• Visits - Images indexed to visits (Action = Visit-New)

• Payments - Images indexed to visits (Action = Payment Insurance -

New or Payment Self - New)

• Claims - Images indexed to claims (Action = Claim Followup)

• Miscellaneous - Images indexed via Manual Indexing to some other

entity from the list above

Refresh

Refreshes the Image Tree

View

Views the selected image from the Image Tree

The "image" portion of the window covers the right-most 3/4 of the window. It contains a copy of the selected image as well as button that permit manipulation of the image.

Desc	The description assigned to the image by MedSuite is displayed.
Toolbar	MedSuite's Imaging Workflow screen contains a toolbar that contains buttons that perform image manipulation.
Zoom-In	Zooms-In (enlarges) the image
Zoom-Out	Zooms-Out (reduces) the image
Rotate Left	Rotates the image 90-degrees to the left
Rotate Right	Rotates the image 90-degrees to the right
Show / Hide Annotations	Enlarges the image by hiding the annotations on the right side of the screen
Actual Size	The image is displayed at its actual size. This is the default setting upon entering the imaging screens.
Fit Page	The image is re-sized so that the entire image is displayed on the screen. If you change to the Fit Page setting and don't go back to Actual Size, subsequently viewed images will display with this setting until you change it back to Actual Size.
Fit Width	The image is re-sized so that the width of the image fills the image area. If you change to the Fit Width setting and don't go back to Actual Size, subsequently viewed images will display with this setting until you change it back to Actual Size.

Buttons

Several buttons are displayed across the bottom of the screen and are used as follows:

Prints the displayed image

Un-Index

Displays the Move Images to Imaging Station screen. You should enter/select the Imaging Station that you want the document moved to. When you press Ok on the Move Images screen, the selected image is removed from the Image Tree and any indexes on the image are removed from the image.

In effect, the image is placed in an Imaging Station in a "ready to be processed" state.

Un-Index can be used any time that an image is index to the wrong entity. Although it may be used on Patients, Visits, Payments, or Claims, this is not typical. The Workflow will generally create these entities so it is unlikely that they will be incorrectly indexed.

Library Change Logs

The Change Log button at the bottom of any MedSuite Maintenance File will track the following:

$ Date Changed - The date the change was made to the file.

$ User Name - The name of the user that made the change.

$ Item Changed - The file name of the item that was changed.

$ Old Value - The system value before the change was made.

$ New Value - The system value after the change was made and saved.

NOTE: Items not tracked are description fields such as degrees and titles.