Two ways to have Templates set up.
Both options can have multiple templates to choose from depending on the service provided to the patient.
- In Hospital IFC
- In Rooms IFC
- Schedule benefit IFC - Used for Health Funds such as NIB that do not accept Out-Of-Pocket (OOP) amounts and the benefit level reverts back to the MBS Schedule when you charge the patient an OOP.
Global Template for every Entity
You can amend and create additional templates Go to Utilities - Templates (Word) - IFC folder and choose a template to amend. There is a Word document called DC Bookmarks, you will find helpful Bookmarks with Cross References to insert Variable Data. Instructions are in the document. Reach out if you need further assistance.
Once you have saved the templates in the IFC folder (this is for every entity to have the same IFC) you will need to add them in Lookups and map them for use.
Go to Utilities - Lookups - General - Benefit Level
Click on the top row to add. You may already have In Hospital and In Room in the list. Add any other templates for IFC's you have created. To ensure you have the correct IFC Document Name in the column, go back to your IFC folder in Templates (Word) and take a screen shot to work from. Reach out to support@directcontrol - Subject: CODnumber - Severity 2 - Set Up IFC Templates
Individual Templates for each Entity
Follow the above steps to create the template/s, when you are ready to save it, create a sub-folder in the IFC folder with the Entity/Doctor name and save their templates in this folder. This is for mapping purposes in the next steps.
- Go to Utilities - Entity - select and open the Entity file - Locations (Active) - select the Location and Provider number that you want the IFC Template to sit under if there are multiple.
- Go to Other tab and put the file location in the Transaction Reports Location by clicking on the button with the 3 dots ... and find the correct file. DirectControlServerFiles>Templates>IFC>DoctorName>located the correct file.
- Save and Close