(PAN) PATIENT ACCOUNT NUMBER

USER PREFERENCES (Options):

This section addresses the topic of deciding upon a convention of Patient Account Numbering.

The preferences area of the software is referred to as 'OPTIONS' and is located under the top navigation menu under: 'System' / 'Options'. Here you can choose between:

1). Your choice of a PAN
 

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SETTING UP YOUR PATIENT ACCOUNT NUMBERING SYSTEM (PAN):
Deciding upon a patient account number method, our software give you two choices of styles: A straight 'numerical' style where you pick the starting number and the software gives you each consecutive number, or you can create your own patient account numeration (alpha-numeric) based upon your own preferences such as an 'Intake Chart' number, or the patient's last name. NOTE: the default search in the patient look up is by patient's last name; negating the need to make the patient account number the last name of the patient.

'PAN' INSTRUCTIONS:
Step: a) From the Top Navigational Menu, select ‘System’, then ‘Options’.

Step: b) To assign Patient Account Numbers (PAN) sequentially, enter the starting number in the ‘Next Patient Account Number’ field. The software will pick the next sequential number each time you add a patient record.

Step: c) To assign a PAN alpha-numerically (with letters and numbers), check the box next to the phrase ‘Use First & Last Name in patient account number’. The software will assign the first three letters of the patient’s last name and the first two letters of the patient’s first name (i.e.: John Smith – SMIJO001) as the account number.

Step: d) To assign a PAN manually where you determine the number or letter/number combination (refer to section ‘III Patients/Adding a Patient’)

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CONT . . .

II. PROGRAM SETUP ...................3-18
4).   COMPANY INFORMATION
5).   PATIENT ACCOUNT NUMBERS (PAN)
6).   DATES VALIDATION
7).   DIAGNOSIS SITES FIELDS
8).   NPI FORMATTING
9).   CALIBRATING YOUR PRINTER
10). SECURITY 
11). PROVIDERS
12). FACILITY
13). INSURANCES
14). ICD-9 DIAGNOSIS CODES
15). CPT PROCEDURE CODES
16). MODIFIERS
17). CLEARINGHOUSE
18). REFERRING PHYSICIANS

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