ID-Numbers Tab

The System Settings ID-Numbers tab stores Medicare and Medicaid CCN, home health or hospice agency taxonomy code, federal tax ID, auto patient number, and settings for Entity auto numbering.

Go to File > File Maintenance > System Settings, ID-Numbers tab.

Auto Patient Number: Check Active to have the system assign patient numbers instead of entering them manually. To start with a specific number, example 1000, enter 999 in the Last Patient # field. The system updates the Last Patient # field each time a patient is added to the system.

ID Numbers:  Enter the agency's primary ID numbers. Can pull to claims and treatment plans if setup, though typical setup is to pull this information based on the patient Unit instead (File > File Maintenance > Entity, Unit type).

Patient Duplication: Check  "Allow Duplicate Soc-Sec Numbers" if patients will be entered with more than one Patient Code using the same SSN.  A Social Security Number must be entered when admitting a patient.

Auto Assignment Numbering: Check the entity items the system should create codes for when they are added to the system.

Default Self-Pay Insurance: Select from the drop-down the self-pay insurance to automatically populate for the patient when transferring balances in Payments/Transfers menu for patient pay claims (the Bill Type must be set to 'Patient' in Insurance Maintenance).

Patient Code Format: Sample Patient Code defaults to '000000001' and should only be changed If utlilizing a different format, for example 'MR000001'. This selection is used to allow users to enter patient codes without leading zeros when specifying specific patients.

 
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