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The General Configurations tab will include optional settings that may be used in Patient Connect.

 

 

General Controls

 

•Number of days after the appointment to wait before clearing the co-payment balance due amount: This field is associated to co-payment collections. Enter the number of days after the appointment to display uncollected co-payment amounts in the Insurance column on the Scheduled Appointments tab.

 

•Purge items from worklist after x days: Enter the number of days after a profile or visit is added to the Worklist for it to be automatically purged. The default is 45 days, and the maximum is 99 days.

 

•Disable editing of address: Select this option to disable the editing of the patient's address, city, state and postal code. The following areas will not be permitted to change the address:

▪Scheduled Appointments Tab

▪Appointment Requests Tab

▪Unscheduled Appointments Tab

▪Creating a new profile

▪Expanded Demographics

 

•Post information to the EHR in uppercase: Select this option to have key demographic information update to TruBridge EHR in all uppercase when information has been entered in mix case in Patient Connect. These demographics will include:

▪Patient Name

▪Patient Address

▪Subscriber Name

▪Subscriber Address

▪Insurance Group Name

 

 

Chat Configurations

 

•Automatically close chat conversations after X days: Enter the number of days to close a chat. The default for this is seven.

 

•Close Conversation Message: Enter the default message that displays when closing out of a conversation.

 

•Use common name for chatting: Select this field to define a common chat agent name to display. When this field is selected the Common Chat Agent Name field will display.

 

•Common Chat Agent Name: Enter the chat agent name to display in the patient chat. If a name is not specified, the actual username will display.