Patient Settings Tab: Quick Guide

Within the Patient Record, the Settings section of the Details tab stores a wide range of important patient information, including Medicare, Private Health, Pension, and DVA details, along with internal reference numbers and eHealth identifiers. Keeping this section up to date ensures claims are processed smoothly, accounts are billed correctly, and key patient information is always accurate.

This guide will walk you through how to update patient settings, set a default account payer, assign a default account type, and record additional eHealth information such as research participation, school ID, and RACF ID. By understanding how to manage these settings, you can make sure your patient records are complete, compliant, and tailored to each individual.

Contents:

1. Updating Patient Settings
2. Adding a Default Account Payer
3. Adding a Default Account Type
4. Adding eHealth Information

Updating Patient Settings

After opening the Patient Record, click on Details, then Settings.

The following information is available to view and modify:

General: ID or Chart Number, External Patient Number, Research, RACF ID, School ID

Accounts:  Account Payor, Account Type, Medicare details.

3. Default Fee Schedule listed for patient.

4. Medicare Alias: Allows different identifying information to be sent alongside a claim to Department of Human Services.

5. Medicare address: Select if Primary or Secondary address is sent to Department of Human Services alongside a claim; if left blank this field defaults to primary.

6. Medicare Card Number, URN, and Expiry Date. To run an OPV check please refer to our article here.

7. Private Health Insurance, Membership Number, URN, and Expiry. 

8. Concession Type; Pensioner Concession Card, Health Care Card, or Commonwealth Senior Card.

10. Card Number and Expiry Details.

11. DVA Number, DVA Condition, and DVA Card Type. 

12. Health Identifier Number and Status. 

13. eRx Identifiers 

14. Default value for appointment time unique to the patient, appointment note displayed when an appointment is created.

Update any field as required and click Save to confirm any changes.

Adding a Default Account Payer to a Patient Record

1. Open the Patient Record
2. Navigate to the Details tab
3. Click Settings
4. Navigate to the Accounts heading
5. Click the Account Payer drop-down list
6. Select the Account Type from the list
7. Click Save to apply the changes
8. The patient's account payer has now been updated

Adding a Default Account Type to a Patient Record

Follow these steps to add a default 'Account Type' to a patient record:

1. Open the Patient Record
2. Navigate to the Details tab
3. Click Settings
4. Navigate to the General heading
5. Click Account Type to reveal a drop-down list
6. Click to select the default Account Type
7. Click Save to apply the changes
8. The default Account Type has now been added to the patient's record.

Adding eHealth Information

If you would like to add information such as a patient's Research Participation, School ID, and RACF ID, follow the steps below:

1. Open the Patient Record
2. Navigate to the Details tab
3. Click Settings
4. Update the form with all the required details
5. Click Save to apply the changes