Patient Appointments Page
Summary
This enhancement to Patient Appointments Page introduces the ability to run Historic Eligibility on insurances within the Patient Portal, just as supported in the RIS Client.
Background
Previously, when a patient scheduled an appointment within the portal, they were required to manually input their insurance information in each time. Concurrently, Historic Eligibility was limited to the eRAD RIS system.
Feature Description
Upon reaching the insurance step in the scheduling process, the patient will encounter a Review Previous Insurance Options dialog, enabling them to proceed with prepopulated insurance information from past visits.
If the insurance is correct on the dialog, selecting YES will prepopulate the insurance data into the Insurance screen. If NO is selected, the patient will be directed back to the Insurance screen allowing manual input for their desired insurance. Additionally, they can move forward with Self-Pay or Workers' Comp & Personal Injury if needed.
If the patient does not have history of previous insurances, the scheduling workflow and insurance screen will be unchanged as historic eligibility cannot be run without past data.
Service Team Upgrade Instructions
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Additional technical details and deploy instructions are available in the Service Team Edition of this document. |
Configuration Instructions
Service Team assistance is required to enable this feature.
No System Administrator actions are necessary to enable this feature; however, optional configuration is available:
RIS Client
Changes to ParagraphConfig Lookup Table
· Optionally, adjust the text of the new PPHistoricEligibility and PPHistoricEligibilityDecision messages.
The following related settings were added or updated:
|
Setting |
Default |
Purpose |
|
PPHistoricEligiblity |
Based on the insurance you used in the past we have preselected the following: |
The top message on the historic eligibility modal. Updated by #34136 |
|
PPHistoricEligibilityDecision |
Is this correct or do you want to enter an alternative insurance, pay out of pocket or use Workers' Compensation/Personal Injury information instead? |
The bottom message on the historic eligibility modal. Updated by #34136 |
Changes to SystemConfig Lookup Table
· Ensure both AutoInsuranceSelectionPriorVisitDaysCutoff and AutoInsuranceSelectionPriorVisitInstancesCutoff are enabled (non-zero values).
