Visit Type Maintenance

Use Visit Type Maintenance to maintain visit information used to automatically enter as much of a patient encounter as possible.  Visit Types include intake questions, chief complaints, assessments. plans, diagnoses, billing codes, counseling, general discussions, preferred exam template and preparation requirements for visit types such as, a cataract evaluation where standard information is known.  You can view specific visit type information during the Patient Eye Health Intake Window and during the Patient Eye Health Assessment Plan Window.

Note:  For more information about working with data in fields, see the Data Entry Guidelines.

Directions:

To see directions for...

• Opening Visit Type Maintenance, click More.

   

  1.  Click Setup from the Desktop.

  2.  Click Visit Type from the Setup menu.

   

  Visit Type Maintenance Window Example:

  

   

• Creating a New Visit Type, click More.

   

  To create a new record, click New  from the Toolbar.

  Tip:  To indicate that you are building a new visit type, the visit type window clears and the cursor is positioned at the first entry.

  Visit Type Maintenance Prompts Tip:  To see more information about a field, click the hyperlink for the field name.
  Visit Type	Enter the unique identifier for the visit type.
  Save	CAUTION All entries are automatically saved without further actions.
  	To view all of the existing visit types, click List.  From the list you can select the record to change or delete.
  Visit Type Name	Enter the name for the visit type.
  Standard Time	Enter standard time in minutes to allot for the type of visit.
  Narrative Comment	Enter a narrative comment, which are comments that the provider will maintain pertaining to the type of visit.
  Chief Complaint	Enter the most common complaints associated with the type of visit.
  Assessment	Enter the standard assessment for the type of visit.
  Diagnosis	You can maintain up to four of the most common diagnoses associated with the visit type.  To specify the diagnosis codes associated with the visit, click the appropriate codes from the drop-down list. Tip: You can maintain up to four diagnosis codes.
  Plan	Enter the plan associated with the type of visit.
  Billing Codes	Enter the most common billing codes associated with the visit type. Notes:  You can maintain up to seven billing codes. If INSight Practice Manager is active, the billing codes are interfaced to Charge Entry.
  Intake Questions	To specify the intake questions for the visit type, click the choices from the drop-down list.
  Templates
  Exam	To specify the exam template to associate with the visit type, click a choice the drop-down list.
  Obsv	To specify the observation template to associate with the visit type, click a choice in the drop-down list.
  Ord	To specify the order template to associate with the visit type, click a choice in the drop-down list.
  Preparation Requirements	Enter any special requirements to prepare for the visit.
  General Instructions	Enter general instructions that apply to the exam.
  Counseling/Discussion	Enter any notes that the provider gave as counseling or enter notes pertaining to the providers discussion with the patient.
  Default Image ODI	Note: This field is reserved for future use.  Please leave blank.
  Default Image OD2	Note: This field is reserved for future use.  Please leave blank.
  Default Image OS1	Note: This field is reserved for future use.  Please leave blank.
  Default Image OS2	Note: This field is reserved for future use.  Please leave blank.
  Default Image OD Obs	Note: This field is reserved for future use.  Please leave blank.
  Default Image OS obs	Note: This field is reserved for future use.  Please leave blank.

   

• Editing an Existing Visit Type, click More.

   

  CAUTION:  To avoid losing data, you must save new or changed records.

  1.  To display the record to be changed, enter the Type Code and press [TAB].
  Tip:  If you do not know the Type Code, you can click List  to see a list of visit types.

  2.  To position the pointer to the information that you want to change, press [TAB] or click the field using the mouse.

  3.  Enter the data changes.

  4.  To complete the edit process, click in any white space in the window.

   

• Deleting an Existing Visit Type, click More.

   

  1.  To display the record to be deleted, enter the Type Code and press [TAB].
  Tip:  If you do not know the Type Code, you can click List  to see a list of visit types.

  2.  Click Delete from the Toolbar.

  3.  At the Delete Records prompt, click Delete to delete the record, or click Cancel to escape from the delete routine.

  Example:

  

   

  Note: After you click Delete, the record is deleted.