Modifying Notes Compliance Settings

Notes Compliance Settings can be entered to allow the HIS Department or Practice Manager at each institution or practice to:

• Specify where the e-mails are generated from by defining the sender's e-mail address.

• Customize the text for the auto e-mails that are generated by running the Notes Compliance Status Report and that get sent to the providers.

• Customize how noncompliance is determined for your practice (non-DFCI practices). For details, click here.

  Check boxes display for the following options:

  • NPC (No Provider Check) - If selected, compliance depends only on the note having the save service date and practice as the visit. The default is unchecked (meaning compliance depends on a match of the date, practice, and provider).

  • SO (Signature Only) - If selected, compliance depends only on all entered notes being signed as final. The default is unchecked (meaning compliance depends on notes being entered for each visit and finalized).

1.   Click Tools from the Admin menu.

2.   Move your cursor over the HIS menu option and select Notes Comp Settings.

3.   Identify a mailbox for e-mail recipients to respond to by entering the appropriate address in the Notes Comp E-mail Address field.

4.   Specify the path location in the Network folder for export field where the exported data for the Notes Compliance reports should be stored.  

5.   Click in the Text for Auto E-mail field to enter exactly what you want the e-mails to contain that are sent to the providers.

6.   Specify if the provider associated with the note must match the provider associated with the visit (non-DFCI practices only). Leave No Prov Chk unchecked if a match is required.

7.   Specify if a note must be entered for each applicable visit. Leave Signature Only unchecked if notes are required. Click the check box to specify only that any entered notes are signed as final (missing or overdue notes are not reported).

Note: You can also modify settings associated with Notes Compliance Management reports. For details, see Modifying Notes Compliance Management Settings.