Introduction:
A provider may practice at more than one location.
In such a case, PrognoCIS allows displaying appointments in the Scheduler in different colors. These are defined here. It is possible
to define any number of records with a Code, Name, and Location Color, as applicable. Clinics have the option to decide which clinic locations should be available to patients on the PrognoCIS Portals and the Patient Portal App.
Field Descriptions:
* Code: This is mandatory, without which the group information cannot be saved.
* Name: Enter the Location Name.
ADDRESS Button:
Enter the location address in the Address popup.
Name on Templates: The field displays the location name to be printed on progress notes, output templates, letterheads, and the email footer and body.
Weekly Off: Select the weekly off days of the location.
Brief Name: Enter the name of the clinic location in brief.
Billing: Click the ADDRESS button to enter the address of
the clinic for billing in the invoked popup.
Location Color: Click the color icon:
to select the required color from the Color popup and set it for that respective location. The selected color is displayed
before the color picker icon.
DST Not Applicable: Select the checkbox to make Daylight Saving Time (DST) unavailable.
Active: An Encounter Type can be marked as inactive so that it is no longer available for selection.
Place of Service: Select the place where the provider renders services.
NPI: Enter the National Provider Identifier (NPI) number of the organization. Click the NPI hyperlink to validate the entered NPI code from the Registry. If the entered NPI is valid, then the information about the organization will be displayed on the popup. However, if the NPI is invalid, then an alert message, "No Records Found" will be displayed with blank data on the popup.
Taxonomy Code: Enter the Taxonomy Code of the provider. It is a national specialty code used by providers to indicate their specialty at the claim level.
FTIN: Enter the Federal Tax Identification Number (FTIN).
Available for Appointment from Portal: On selection of a particular clinic location's details, select the checkbox to make the clinic visible on all PrognoCIS Portals and the Patient Portal App for selection by Portal/App users.
Patient Support: Select the Patient Support for the clinic. A user assigned the role ppSupportRole receives the message sent from the portal.
Text Reminder for Appointment from PP: Click the Setup button
to configure the medics' availability details for text reminders.
These text reminders are regarding the patient's upcoming appointment, which has been scheduled by the patient from the Patient Portal,
PrognoPass, the Book Appointment Page, the Patient Portal App, and the Book Appointment Page on the Patient Portal App.
Secured Email Location Support: Select the user (DR, MA, or RN) for the clinic who should receive organization-level secured emails so that whenever a secured email is sent to the clinic, the user selected in this field will receive those messages in the PrognoCIS Inbox, i.e., Messages → In.
Attach Center Folder: The Attach Center Folder
functionality along with a Clear hyperlink is available for all location codes of a Single Location setup, and is available for all locations when the prognocis.attach.userootfolder property is turned On.
Note:
Clinic Logo:
Visit Time Tracking: Clicking the Visit Time Tracking button invokes the Visit Time Tracking Parameters popup. This Appointment Visit Time Tracking feature
on the
Locations Master screen is available for both Single Location (SL) and Hybrid Location (HL) setups. Users can enable the Appt. Visit Time Tracking option by configuring time thresholds and labels under Visit Time Tracking Parameters.
Last Modified By Label: This label displays the details of who configured the template, along with the date and time as per PST standards.
Action Buttons:
SAVE Button: Click the
SAVE button to save the changes made to the Location Master.
DELETE Button: Click the
DELETE button to delete the location record. Only non-CL location details can be deleted.
RESET Button: Click the
RESET button to reset the record to its last saved details.
ERX Button: The ERX
button on the Location Master is used to enable N2N secure email services for the location. On clicking this button, the
Access Control for ERX popup is displayed. An authorized PrognoCIS user can enter the eRX password and select the
CIMessage and CIEvent Surescripts services to be registered for N2N secure email services. Once registration is complete, the selected service is displayed in red alongside the field Code.
Field Descriptions:
* Code: This is mandatory, without which the group information cannot be saved.
* Name: Enter the Location Name.
ADDRESS Button:
Enter the location address in the Address popup.
Name on Templates: The field displays the location name to be printed on progress notes, output templates, letterheads, and the email footer and body.
Weekly Off: Select the weekly off days of the location.
Brief Name: Enter the name of the clinic location in brief.
Billing: Click the ADDRESS button
to enter the address of
the clinic for billing in the invoked popup.
Location Color: Click the color icon:
to select the required color from the Color popup and set it for that respective location. The selected color is displayed
before the color picker icon.
DST Not Applicable: Select the checkbox to make Daylight Saving Time (DST) unavailable.
Active: An Encounter Type can be marked as inactive so that it is no longer available for selection.
Place of Service: Select the place where the provider renders services.
NPI: Enter the National Provider Identifier (NPI) number of the organization. Click the NPI hyperlink to validate the entered NPI code from the Registry. If the entered NPI is valid, then the information about the organization will be displayed on the popup. However, if the NPI is invalid, then an alert message, "No Records Found" will be displayed with blank data on the popup.
Taxonomy Code: Enter the Taxonomy Code of the provider. It is a national specialty code used by providers to indicate their specialty at the claim level.
FTIN: Enter the Federal Tax Identification Number (FTIN).
Available for Appointment from Portal: On selection of a particular clinic location's details, select the checkbox to make the clinic visible on all PrognoCIS Portals and the Patient Portal App for selection by Portal/App users.
Patient Support: Select the Patient Support for the clinic. A user assigned the role ppSupportRole receives the message sent from the portal.
Text Reminder for Appointment from PP: Click the Setup button
to configure the medics' availability details for text reminders.
These text reminders are regarding the patient's upcoming appointment, which has been scheduled by the patient from the Patient Portal,
PrognoPass, the Book Appointment Page, the Patient Portal App, and the Book Appointment Page on the Patient Portal App.
Secured Email Location Support: Select the user (DR, MA, or RN) for the clinic who should receive organization-level secured emails so that whenever a secured email is sent to the clinic, the user selected in this field will receive those messages in the PrognoCIS Inbox, i.e., Messages → In.
Attach Center Folder: The Attach Center Folder
functionality along with a Clear hyperlink is available for all location codes of a Single Location setup, and is available for all locations when the prognocis.attach.userootfolder property is turned On.
Note:
- If the property prognocis.attach.userootfolder is turned Off, the sequence of the folder names is considered based on the value set in the property prognocis.attach.machines.
- If the property prognocis.attach.userootfolder is turned On, the sequence of the folder names is considered based on the server path.
- If the property prognocis.attach.userootfolder is turned Off and the property prognocis.attach.machines has no values added to it, by default, on the Attach Center Folders popup, no folders are available for selection.
Clinic Logo:
- For Single, Hybrid, and Multi-Location setups with the Location Code as 'CL', the Clinic Logo field, along with an Attach Logo icon
and a View Logo icon
, is available to upload a logo. - The Copy Logo and Clear functionalities are present for the Clinic Logo only for Multi-Location setups.
The Copy Logo button is displayed beside the Clinic Logo field. On clicking this button, the Copy Logo popup is invoked. The Copy Logo popup only displays those locations that have a logo uploaded to them. - The Clear hyperlink allows the user to clear the attached logo.
- For Single, Hybrid, and Multi-Location setups, the Clinic Banner field, along with an Attach Banner icon and a View Banner icon , is available to upload a banner. This Clinic Banner field is visible to all users, but is only enabled for users who have Update Rights for the Location.
- The Copy Banner and Clear functionalities are present for the Clinic Banner only for Multi-Location setups.
The Copy Banner button is displayed beside the Clinic Banner field. On clicking this button, the Copy Banner popup is invoked. The Copy Banner popup only displays those locations that have a banner uploaded to them. - The Clear hyperlink allows the user to clear the attached banner.
Clinic Banner:
Visit Time Tracking: Clicking the Visit Time Tracking button invokes the Visit Time Tracking Parameters popup. This Appointment Visit Time Tracking feature
on the
Locations Master screen is available for both Single Location (SL) and Hybrid Location (HL) setups. Users can enable the Appt. Visit Time Tracking option by configuring time thresholds and labels under Visit Time Tracking Parameters. Last Modified By Label: This label displays the details of who configured the template, along with the date and time as per PST standards.
Action Buttons:
SAVE Button: Click the
SAVE button to save the changes made to the Location Master.
DELETE Button: Click the
DELETE button to delete the location record. Only non-CL location details can be deleted.
RESET Button: Click the
RESET button to reset the record to its last saved details.
ERX Button: The ERX
button on the Location Master is used to enable N2N secure email services for the location. On clicking this button, the
Access Control for ERX popup is displayed. An authorized PrognoCIS user can enter the eRX password and select the
CIMessage and CIEvent Surescripts services to be registered for N2N secure email services. Once registration is complete, the selected service is displayed in red alongside the field Code.