Dream Factory by TruBridge Ideas Portal
Our facility would like to turn on the autocreation of a scheduled visit, but we cannot due to the programming of this function. Currently the visit information is entered on the resource location which causes problems when the service code is different for different tasks. For example in our Primary care clinics the stay type and subtype is always the same for each resource but the service code and physician can vary. For a nurse visit the physician would depend on who the patients PCP was. Then there are different service codes for clinic visit, transitional care management visit, annual wellness visit, or telehealth visit. One provider conducts all of those types of appointments in one day so as the programming is today each provider would have 4 columns on one clinic schedule which makes scheduling impossible. We need the ability to add service code and physician to a task which would override the resource/location logic if needed. This change would allow us to turn on auto create visits and in turn check eligibility and collect copays via Patient Connect
Thank you for submitting your idea! We agree this would be a beneficial enhancement. We are proposing the best way to handle this request would be to add the service code and provider fields to the appointment event screen. It would populate the service code and provider from what is loaded in the auto create fields in the resource table but allow the user to change them when scheduling the appointment. The service code and provider entered on the appointment event screen would auto populate in the automatically created account. While we are making this change, we will review other fields that may need to be taken into consideration. This change will be prioritized appropriately.
I am very happy to hear that you are moving forward with this enhancement! However, I hope you will reconsider placing that in the appointment event screen. Nurses and providers are allowed to schedule appointments and are not well versed in service codes. It would be helpful to have the default settings on the resource but have the ability to add a service code and provider to each task. If those fields are blank on the task then the resource default settings are used. That way this does not have to be addressed at the time of scheduling which will significantly increase the chance of user error.
Thank you for submitting your idea! We agree this would be a beneficial enhancement. We are proposing the best way to handle this request would be to add the service code and provider fields to the appointment event screen. It would populate the service code and provider from what is loaded in the auto create fields in the resource table but allow the user to change them when scheduling the appointment. The service code and provider entered on the appointment event screen would auto populate in the automatically created account. While we are making this change, we will review other fields that may need to be taken into consideration. This change will be prioritized appropriately.