Assign Forms for Service Documentation
Various forms can be set-up in the system to gather required information for billing, complete documentation, incident management, etc. Once a system administrator creates a form, the form then needs assigned to the consumer so staff will be able to complete the form as they are providing services. Any user with access to the Consumer Master can assign a form to a consumer.
NAVIGATION: MAINTAIN menu > Consumers > Action panel > Other Actions > Assign Forms
- Select a consumer
- Type the case number in the CASE NUMBER field or
- Use the browse button to view the list of all consumers or
- Tab to the LAST NAME field and begin typing the last name to select from a list of consumers
- Click the ASSIGN FORMS button.
- Assign Form dialog box will appear.
- FORM CODE field, use the browse button to view the list of available forms.
- Click on the form you want to assign.
- Click OK.
- You'll return to the ASSIGN FORM dialog box, press the TAB key
- The description column will populate with the form name
- Begin Date: enter or select a begin date. press TAB
- End Date: enter or select an end date that the form would no longer be used; leave blank to not end the form
- Note For
- Select the appropriate service by using the browse button and select from the list of authorized services
- Click OK
- Once you have assigned all the forms you want linked to the consumer, click SAVE.
If you use the Consumer Time Tracking process with the forms/documentation linked to the punches, then forms need assigned to each consumer and linked to the service code. If forms are not linked in the consumer master, then the authorized service listed in the service plan will pull when making a time tracking punch.
8/2023