Configuring the Basis Date - DeficiencyPop - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Premier - Standard - external - Premier - Standard

DeficiencyPop
Platform
OnBase
Product
DeficiencyPop
Release
Foundation 23.1
License
Premier
Standard

The basis date tells the OnBase delinquency server the date to use when determining a deficiency's delinquency level. The delinquency server determines a deficiency's delinquency level by calculating the number of days that have elapsed since the basis date and comparing that value to the aging rates configured for each delinquency level.

To configure a basis date:

  1. Select Medical | Delinquency Configuration | Aging. The Delinquency Aging Facility Selection dialog box is displayed. An asterisk is displayed next to each facility that does not satisfy the minimum aging configuration requirements.
  2. Select a facility.
  3. Click Settings. The Delinquency Aging Configuration dialog box is displayed.
  4. From the Deficiency Type drop-down list, select a Deficiency Type. If you select <Default>, the configured aging rate will be the default for all Deficiency Types created on the Document Type you select in the next step.
  5. Select the Document Type. If you select <Default>, the configured aging rate will be the default for all Document Types on which deficiencies of the selected Deficiency Type are created.
    Note:

    At a minimum, you must configure delinquency aging settings for the <Default> Deficiency Type and <Default> Document Type combination.

    Note:

    <Default> is the only available option for external Deficiency Types, which are addressed in an external system.

  6. Click Basis. The Delinquency Aging Basis dialog box is displayed.
  7. Select the date on which delinquency aging will be based. The following options are available:

    • Admit Date: Delinquency levels will be determined based on the date a patient was admitted.

    • Assign Date: Delinquency levels will be determined based on the date a deficiency was assigned.

    • Discharge Date: Delinquency levels will be determined based on the date a patient was discharged.

  8. Click Save.