Setup for One Letter Format - 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 only one letter template for notifying physicians about delinquency, then follow these guidelines:

Delinquency Configuration

Recommendations

Delinquency Levels

Create a single delinquency level named Delinquent or Warning.

Aging: Basis & Rate

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

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

Tip:

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

Letters

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

Ensure the letter's wording 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

On the Deficiency Settings tab, select Use Configured Aging Rates to Calculate Delinquency Settings.