Setup for Multiple Letter Formats - Patient Window - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - external

Patient Window

Platform
OnBase
Product
Patient Window
Release
Foundation 23.1
License

If your facility requires multiple letter templates for notifying physicians about delinquency, then follow these guidelines:

Delinquency Configuration

Recommendations

Delinquency Levels

Create the following delinquency levels under the existing Active level:

  1. Alert

  2. Warning (or Delinquent)

Note:

For more complex requirements, create additional levels.

Aging: Basis & Rate

  1. For each facility, set the delinquency aging basis to Discharge Date.

    Do this for the <Default> Deficiency Type and the <Default> Document Type.

  2. For the <Default> options again, set the following rates for each new delinquency level:

    • Alert —14 days (336 hours)

    • Warning —30 days (720 hours)

Tip:

Use the Copy button to copy settings from one facility to all other facilities.

Letters

Follow the module reference guide's instructions for letter configuration.

Ensure the wording of each letter reflects the potential date when the physician may receive the letter. For example, depending on your Global Letter Settings, a physician may receive a letter either seven days before incurring delinquency or on the day the physician becomes delinquent.

Global Letter Settings

  1. Select Use Current Date when Calculating Delinquency.

  2. Ask, “How many days in advance of delinquency should physicians be allowed to receive the delinquency letter?” Set Days Prior to Delinquency Notification to this value.

For example, if the physician should receive the first delinquency letter no sooner than 7 days before incurring delinquency, set Days Prior to Delinquency Notification to 7.

Medical System Settings

Select Use Configured Aging Rates to Calculate Delinquency Settings on the Deficiency Settings tab.