The HIS Department will need to maintain the Appointment Type table. This table will specify the appointment types from each schedule interface and whether the type requires a note in order to be billable and/or compliant. To get visits tracked in the Notes Compliance database, you have to build the Note Required appointment types in this table.
Follow these steps to access the Notes Compliance Appointment Types data:
1. Click Tools from the Admin menu.
2. Move your cursor over the HIS menu option and select Notes Comp Appt Types.
3. Click Show Table to display the current Note Required appointment type codes and their descriptions, based on the selected Institution, Clinic, and/or subset (subset is optional).
4. Click Add New to add a new code with its description, and indicate whether a note is required for this appointment type code. Click Ok to confirm your entry, or Cancel to exit without saving your entry.
Note: It is not necessary to enter appointment types where Note Required is No.
5. Click the actual code in the Code column to edit the existing appointment type. Change the fields, as needed, and click Ok to save your changes. Click Delete if you want to remove this appointment type, or Cancel to exit without saving your changes.