Patient WF: Make Appointment

Feature #33687 – Create a Display Order for Insurances in the Portals

Summary

This enhancement to Patient WF: Make Appointment introduces the ability to control the display order for insurances in the Portals.

Background

Previously, the display order for new and existing insurances could not be controlled within the Portals, therefore presenting insurances in an unorganized manner.

Feature Description

With these changes, new insurances configured to be visible on the Portals will display in the insurance dropdown as configured via the new Display Order column within the Carrier lookup table. If values are equal the default will then be ordered alphabetically by the Portal Friendly Description.

For existing insurances the list will be ordered by Sequence ID and then alphabetically by Portal Friendly Description.

Configuration Instructions

System Administrators must complete the following actions to enable this feature:

RIS Client

Changes to Carrier Lookup Table Settings

·         Set Display Order column to a numerical value for desired order in which the Carrier should display in the Portals.

o    Optionally, set a Portal Friendly Description for desired carrier.