Appointment Save Restrictions

Admin Config -> Appointment Save Restrictions

 

Because you might want to prevent scheduling a certain client based on issues regarding insurance or provider credential level, ClinicTracker has an Appointment Save Restrictions feature. It lets you flag when a user should not schedule an appointment for a particular patient. For example, it may be that you want to keep staff from making an appointment if the patient has insurance that won't pay for a certain type of program. 

 

You can specify Appointment Save Restrictions based on multiple dimensions: the type of insurer, the location of the service, the credential of the provider, the diagnosis or the type of service provided. The system enforces the rule when a user tries to save an Appointment record within Patient Contacts.

 

By Insurer

Admin Config -> Appointment Save Restrictions -> By Insurer

 

On this form you identify which program and locations a particular insurance carrier disallows. You can further select any diagnoses that should be disallowed: 

 

  1. Select an insurance company
  2. Place a checkmark next to each Disallowed Program
  3. Place a checkmark next to each Disallowed Location
  4. Place a checkmark next to each Disallowed Diagnoses
  5. Press the Save button

 

By Credential

Admin Config -> Appointment Save Restrictions -> By Credential

 

Here you tell the system whether an insurer disallows payments if the clinician has a professional credential that precludes payment for particular service and/or diagnosis: 


 

  1. Select a credential level
  2. Place a checkmark next to each disallowed service
  3. Place a checkmark next to each Disallowed Insurer
  4. Place a checkmark next to each Disallowed Diagnoses
  5. Press the Save button
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