Group Administrators can define site-level settings that determine if and how requests:
o Flow through an approval cycle;
o Can be escalated for closer attention by a supervisor;
o Allow editing of Correspondence;
o Use custom data entry fields.
These settings are made on the Site Preferences page, accessed from the Administration option on the Menu.
Site Preference topics Hide
1. From the Menu, select Administration.
2. On the Administration screen, click Site Preferences.
3. Enter the Site Number in the Sites field and select the appropriate match.
Setting |
Description |
Approval For Fulfillment |
Approval required before the Medical Records can be attached. |
Approval For Delivery |
Approval required before the Medical Records are sent to the requester. |
Automatically determines the Due Date for some requests.. Click here for details. |
|
Escalation |
Enables the Escalate option during Fulfillment. |
Read-only Correspondence |
Disables the Edit option for Correspondence. When this option is disabled, Other is not available as a Reason on the Create Correspondence screen. |
Ciox Record Sets |
When enabled, the site takes advantage of pre-defined Record Sets for specific Requester Types / Reasons for requests. |
Setting |
Description |
Logging / Fulfillment |
Where the data entry field(s) will be displayed. To show the same field on the Logging and Fulfillment screens, you must configure it separately for both. |
Display |
The field will be displayed on the data entry screen,. |
Required |
The field must be completed before the request can be submitted from the Logging or Fulfillment screens. We suggest making the field required for BOTH the Logging and Fulfillment steps. If it’s only required during Logging, a CSR could clear the value during Fulfillment and leave it blank. |
Gender |
When enabled, choices are: o Male o Female o Unidentified |
SSN |
You can specify the required format and how the numbers will be displayed on the Request screen: o ***-**-**** (no numbers displayed) o ***-**-NNNN (only last four digits displayed) o NNN-NN-NNNN (all digits displayed |
MBI |
Medicare Beneficiary Identifier |
Date of Birth |
Set to Display by default and cannot be changed, but you can make it Required. |
Due Date |
Set to Display by default and cannot be changed, but you can make it Required. |
NPI |
When this option is displayed and/or required, the NPI Lookup section appears on the Request screen for Logging and Fulfillment. |