Confidential Sections

Two finalized notes are created when a note contains a confidential section. One is a complete document that includes the confidential sections, which are clearly identified in the section headings. The second is the public document that excludes confidential sections.

The form icon on both orders changes to a padlock, indicating the PDFs are finalized.



Confidential Note

The confidential document is attached to the original order in SYSTOC. The abbreviation (Conf) is added in front of Item Description, indicating it contains confidential information. Confidential notes do not update SYSTOC sequences.

If you use SYSTOC_EDI for billing, do not remove the Conf designation from the beginning of the Item Description. Removing it could result in confidential records being sent electronically to clearinghouses. Note: SYSTOC_EDI uses the public note when attaching the PDF to the invoice.

Order Grid
  • Done is checked automatically when the User ID and Medical Staff ID are identical and the Medical Staff record is active.
  • Done By populates with the Medical Staff ID when the User ID and Medical Staff ID are identical and the Medical Staff record is active.
  • I (Invoice) is checked or unchecked based on the status of the order when Tap2Chart is launched. If not checked, the order will be invoiced.
  • Show PDF in iSYSTOC is unchecked to prevent viewing the confidential order; this occurs when the note is finalized.

Public Note

The public document is attached to a second order that is created; this note is designed to be sent to companies and insurance carriers. The same Task ID and item description are used without any additional designation. The text of the public note is copied to the Treatment memo, which is used when printing paper claim forms. Note: SYSTOC_EDI uses the public note on this order when billing the original order and attaching the PDF.

Order Grid
  • Done must be selected manually unless the field is set to populate automatically in the SYSTOC work flow sequence.
  • Done By must be entered manually (SYSTOC Medical Staff ID).
  • I (Invoice) is checked and the fee code is cleared so this order is not billed.
  • Show PDF in iSYSTOC is checked or unchecked based on the configuration in the Task Prototype.