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Dream Factory by TruBridge Ideas Portal
Status Product Owner Review
Created by Clarissa Calhoun
Created on Jul 19, 2023

Profile & Account - create a way to better manage test patients.

Numerous customers have requested a more efficient way to manage, and clean up test profile and accounts

  1. Create a test person checkbox within person profile and account.

  2. On the Profile if it is marked as test, user selects create new visit. System should auto assign a test visit/account number.

  3. Create Test Person Maintenance Table. Require Rules and Password.

    1. Password Requirement to Run Update or Purge Programs.

    2. AR Print and Delete - Test Accounts Only

    3. Mass Merge Person Profile - Test Person Profiles Only

    4. Mass Pre-Admit Delete - Test Accounts Only

    5. Mass Auto Assign or Remove Admit and Discharge Date- Test Accounts Only

    6. Mass Auto Finish Date Purge on Insurance / Collection Tickler for test accounts

    7. Mass Auto Assign Date or Remove a MR Finish Date on Test Accounts

    8. Mass Auto Assign Code or Remove Insurance Codes on Test Accounts

    9. Mass Auto Reverse or Delete Claims on Test Accounts

    10. Mass Auto Assign Code or Auto Remove Collect Code on Test Account

    11. Auto Assign Test MR#

    12. Auto Assign Test Account#

    13. Any Program or Fixes - Audit Log

    14. Create a System Admin feature that requires assignment of Rules and Password. For a user to be able to mass update/edit - test profile and account census and accounts

  4. All Report Dashboard Report need to have an option: Exclude Test, Include Test, or Test Only.

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