Allscripts PM

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Overview

Allscripts Enterprise PM (AEPM), formerly known as Touchworks PM or TWPM, is a practice management application.

Interface Engine

AEPM utilizes the Allscripts Interface Engine (AIE), formerly known as Healthmatics Interface Engine (HIE).

Inbound Interfaces

Inbound ADT

Manual Import

  • Select Patient Management -> Automatic Registration -> Import Patients tab

AEPM Demo Import.jpg

  • Notice that for the following example, exceptions were generated due to provider linking:

AEPM Demo Import2.jpg

  • Once the exceptions have been resolved, the patient can be registered new:

AEPM Demo Import3.jpg

Automatic Import

Linking

Carriers

  • Carrier ID
  • Default Carrier
  • Self Pay
  • Cross Reference Link

Employer

  • None
  • Cross Reference Link

Guarantor None

  • Demographic Match
  • Guarantor Reference Number
  • Name/Date of Birth
  • Same as Patient
  • Social Security Number

Patient

  • Enterprise Number
  • Patient Medical Record Number
  • Name/Date of Birth
  • Patient Number
  • Social Security Number
  • Patient Reference Number

Plan

  • None
  • Plan Code
  • Plan Description

Policy

  • None
  • Policy Reference Number
  • Subscriber/Certificate Info

Primary Care Provider

  • None
  • Abbreviation
  • Default Provider
  • Same as Usual Provider
  • Cross Reference Link

Referring Doctor

  • None
  • Abbreviation
  • Default Referring Doctor
  • Cross Reference Link

Subscriber

  • None
  • Demographic Match
  • Name/Date of Birth
  • Social Security Number
  • Subscriber Reference Number

Usual Provider

  • None
  • Abbreviation
  • Default Provider
  • Cross Reference Link

Relationship

  • Cross Reference Link

Inbound Charge

Automatic Import

  • Select Financial Processing -> Automatic Transactions -> Import Charges tab:

AEPM Charge Import.jpg

  • Notice for the following example, exceptions were generated due to linking:

AEPM Charge Import2.jpg

Linking

Actual Provider

  • Abbreviation
  • Default Provider
  • Patient’s Usual Provider
  • Cross Reference Link
  • Appointment Resource Provider

Ailment Type

  • None
  • Default Ailment Type

Billing Provider

  • Abbreviation
  • Default Provider
  • Patient’s Usual Provider
  • Same as Actual Provider
  • Cross Reference Link

Carrier

  • Default Carrier
  • Primary Insurance
  • Self Pay
  • Cross Reference Link

Coverage Type

  • None
  • Appointment
  • Cross Reference
  • Default Coverage Type

Practice

  • Abbreviation
  • Default Practice
  • Actual Provider’s Default Practice
  • Cross Reference Link
  • Appointment Department

Diagnosis Code

  • Diagnosis Code
  • Procedure Code Default Diagnosis
  • Cross Reference Link

Encounter

  • None
  • Appointment ID
  • Encounter Number

Fee

  • Extended Fee Amount
  • Procedure Code Fee
  • Extended Procedure Code Fee
  • Unit Fee

Incoming Referral

  • None
  • Authorization Number
  • Appointment Referral

Location

  • Abbreviation
  • Default Location
  • Place of Service Default Location
  • Cross Reference Link
  • Appointment Location

Modifier

  • None
  • Modifier Value

•Cross Reference Link Patient

  • Patient Additional Info Field
  • Enterprise Number
  • Patient Medical Record Number
  • Name/Date of Birth
  • Patient Number
  • Social Security Number

Payment

  • None
  • Create Payment from Imported Charge

Place of Service

  • Abbreviation
  • Default Place of Service
  • Cross Reference Link
  • POS Default Appointment Location

Procedure Code

  • Procedure Code
  • Cross Reference Link
  • Procedure Code with Modifier

Referring Doctor

  • None
  • Abbreviation
  • Default Referring Doctor
  • Patient’s Referring Doctor
  • Cross Reference Link
  • Patient’s PCP

Transaction Code

  • None
  • Abbreviation
  • Default Transaction Code
  • Cross Reference Link

Units

  • Default to 1 Unit
  • Unit Value

Outbound Interfaces

  • AEPM integrates with AE-EHR to provide PM to EHR registration, scheduling, and finance processing.
  • Reg/sched, dictionary, and charge interfaces are installed for full integration