DOCUMENT TYPE

To add a Document Type, go to Settings > Lookup Tables > A/R Support Tables > Document Type

NOTE: For Careficient Agency Administrators, click here to learn more about the privileges for Document Type

ADD DOCUMENT TYPE

To add a new Document Type, click on the "Add Document Type” link

Enter the required information and click "Add". Under "Advance Directive" you have the following options:

  • Let them die
  • Let them live
  • Advance Narrative
  • Do Not Intubate
  • No Not Resuscitate
  • Full Code
  • Health Care Power of Attorney
  • Living Will
  • Organ Donor

Under Patient Notice you have the following options:

  • Approval to Bill Insurance Payer
  • Assignment of Benefits
  • Bill Rates for Services Provided
  • Co-pay and Patient Responsibility
  • Patient Bill of Rights
  • Patient Consent Form

Under Consent you have the following options:

  • Assignment of Benefits
  • Release of Information
  • Patient Signature

Under Module you have the following options:

  • Patient and Associate
  • Patient
  • Associate
  • Org
  • Physician
  • Payer

EDIT DOCUMENT TYPE

To edit a Document Type, click on the edit pencil. You can also end a Document Type by adding an end date.

Make your changes and click on the "Update" button.

VIEW DOCUMENT TYPE

To view a Document Type, click on the magnifying glass

The Preview Screen appears

DELETE DOCUMENT TYPE

To delete a Document Type, click on the trash can

You will be asked if you are sure you want to delete.  Click "OK" to confirm.