Difference between revisions of "Allscripts PM"
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+ | [[Category:Allscripts PM]] | ||
=Overview= | =Overview= | ||
Allscripts Enterprise PM (AEPM), formerly known as Touchworks PM or TWPM, is a practice management application. | Allscripts Enterprise PM (AEPM), formerly known as Touchworks PM or TWPM, is a practice management application. | ||
Line 6: | Line 7: | ||
=Inbound Interfaces= | =Inbound Interfaces= | ||
+ | ==Inbound ADT== | ||
+ | ===Manual Import=== | ||
+ | *Select Patient Management -> Automatic Registration -> Import Patients tab | ||
+ | [[File:AEPM_Demo_Import.jpg]] | ||
+ | *Notice that for the following example, exceptions were generated due to provider linking: | ||
+ | [[File:AEPM Demo Import2.jpg]] | ||
+ | *Once the exceptions have been resolved, the patient can be registered new: | ||
+ | [[File: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: | ||
+ | [[File:AEPM_Charge_Import.jpg]]<br> | ||
+ | *Notice for the following example, exceptions were generated due to linking: | ||
+ | [[File:AEPM_Charge_Import2.jpg]]<br> | ||
+ | |||
+ | ===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= | =Outbound Interfaces= | ||
*AEPM integrates with AE-EHR to provide PM to EHR registration, scheduling, and finance processing. | *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 | *Reg/sched, dictionary, and charge interfaces are installed for full integration |
Latest revision as of 16:14, 26 November 2012
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
- Notice that for the following example, exceptions were generated due to provider linking:
- Once the exceptions have been resolved, the patient can be registered new:
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:
- Notice for the following example, exceptions were generated due to linking:
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