Capture Notes when Editing Schedule Tab for Linked Contract Patients

To require a Note for such cases, go to the Contract Setup > Scheduling/Confirmation tab and select which instances would require a Note under the Require Note when Editing Visit field, to include:

• Schedule Time

• Plan of Care

• Bill To (Contract)

• Service Code

• Caregiver

• Pay Code

This field also contains an option to require a Note in response to any change on the Bill Info Tab. This is a Contract-specific function; therefore, selections made in the Require Note when Editing Visit field only affect visits scheduled under the selected Contract.

Aside from enabling at a Contract level, the reasons (values) must also be created via the Reference Table Management functionality under Admin > Reference Table Management. Complete the steps below to create Note Edit Reasons.

1. Go to Admin > Reference Table Management

2. Select Schedule/Bill Info Edit Reasons under the Visit category from the Reference Table field.

   

3. The Schedule/Bill Info Edit Reason window opens. Complete the necessary fields.

   

   Field	Description
   *Reason	(Required). Enter the reason for updating (Schedule and/or Billing) information.
   Reason Description	An optional description field expanding on the Reason.
   Require Note	Selecting this checkbox prompts the requirement; user must enter a Note for the associated Reason.
   Min. Character Count	Set the minimum amount of characters required if a Note is required.
   Status	Specify whether the note Reason is Active or Inactive.

4. Click Save to finalize.

5. To edit existing values, select the link in the Reason column.