Edit Patient Information: Other Tab

In the Edit Patient Information window click the Other tab.

SS#: Social Security Number. Dashes are automatically added.

Date of First Visit: This field is usually updated automatically based on the first appointment or procedure status. See below for Date of First Visit logic.

Student Status if Dependent Over 19 (for Ins): Choose a student status for the patient. Used for insurance claims.

College Name: Enter the name of the college for the patient. Used for insurance claims.

Signed Truth in Lending: Check if Patient has signed a Truth In Lending document.

DoseSpot Access Medication History Consent: Only visible if Dosespot is enabled. When checked, consent is given to DoseSpot to access the patient's medication history via SureScripts. Only check this box if the patient has given consent. Consent information will be passed to Dosespot from SureScripts when OK is clicked in the Edit Patient Information window. Once consent is given, it cannot be revoked, so the box cannot be unchecked.

Date of First Visit Logic

This logic assumes that procedures are attached to appointments.

  1. When a procedure is charted, regardless of status and there are no other completed procs and the Date of First Visit is blank, then we update the Date of First Visit to match the appointment date.
  2. When charting a procedure and the procedure status becomes Completed, the Date of First Visit is populated by the date of the completed procedure.
  3. If there is an appointment the Date of First Visit is populated by the day but if the appointment is deleted and there are no completed procs then we clear the Date of First Visit.
  4. If an appointment is flagged as a New Patient Appointment (no past appointments and no completed procedures) and there are no completed procedures, the Date of First Visit is changed when the appointment moves to match the new appointment date.

Typically, the Date of First Visit is today's date but these are times in which the date can be a date other than today:

  1. Adding a Repeating charge for a future charge date will change the Date of First Visit to the first recurring charge date.
  2. Scheduling an appointment for a future or past day will change the Date of First Visit to match the day you selected in the Appointment Module.
  3. Setting a procedure complete in the Chart Module will use the date of the oldest procedure date.
  4. Adding procedures through Appointment Types will set the Date of First Visit to the date of the appointment they're attached to.
  5. Adding a procedure using Quick Add buttons will set the Date of First Visit to the date of the appointment they're attached to.
  6. For customers using an HL7 interface and creating procedures via HL7, the Date of First Visit is set to whatever the proc.ProcDateTime is in the HL7 interface of the first received procedure. (They used ProcDate but proc.ProcDateTime is the actual field name but there isn't anything similar that could cause confusion).