Convert Internal Patients

If an Internal Contract or Payer who does not interface with HHAeXchange adopts the Professional platform, the associated Internal Patient records may need to be converted into Linked Contract Patient records. This process involves discharging the Internal Patient record and accepting the Placement of the new Linked Contract Patient record.

Follow the steps below to discharge a Patient with an Internal record.

  1. Go to Patient > Patient Search and select the Internal Patient record.

  2. In the Patient Profile, select the Contract link from the Index.

  3. On the Contracts page, click the Edit link under the Discharge Date column.

    Edit Discharge Date

  4. Set the Discharge Date to coincide with the start of service for the Patient’s new Linked record as specified by the Payer. Click the Save button.

    Set Discharge Date

  5. The updated Discharged Date is now displayed in the Contracts section.

    Discharge Date Updated

On the specified Discharge Date, the system automatically updates the Internal Patient record to Discharged. No new services can be scheduled for the Internal Patient record after they are discharged.

Internal Patient Record Discharged

If an Internal Patient receives service from both an Internal Contract and Linked Contract, then two separate Patient Profiles are required. No additional setup is necessary for this process; only ensure that service is schedule in the correct Patient Profile.