Interfaced Document Encounter Matching

FileDOCWorksTranscription finds the associated Encounter based upon the following criteria:

1. External Visit Number and Interface Source ID of the External Visit Number
2. Appointment encounter for the author
3. Appointment encounter
4. Encounter
5. Appointment on that date for the patient and author
6. Appointment on that date for the patient and document owner

Documents will be reconciled with encounter based upon a set of logic outlined below. Basically the logic will search for an appointment based on gradually loosening criteria and if it can't match then it will match on an Encounter if the Date Time matches exactly, along with the other criteria outlined below.

• (A) = will match on an appointment
• (E) = will match on an encounter
• All steps assume that Patient ID matches

1. (A)Visit Number matches, Encounter Date matches
2. (A)Author matches, Encounter DateTime matches
3. (A)Encounter DateTime matches, Force Provider Flag = N in ConnectR
4. (A/E)Encoutner DateTime matches, Force Provider Flag = N in ConnectR
5. (A)AuthorID matches in ConnectR, Encoutner Date matches
6. (A)Owern Id matches in ConnectR, Encoutner Date matches
7. (A)Matches strictly on Appointments that are Arr, Pen, RSC
8. (A/E)Matches on any Encounter if its an Appointment that is Arr, Pen, RSC