Tasks for the Company Procedure
Click the Task button on the Company Procedure screen to display, add, edit and delete the tasks in a procedure.
Note: The generic task must exist before you can
modify a task for the company procedure. See
Defining Task Prototypes.
Company Procedure Task Field Descriptions
Label | Description |
---|---|
Procedure ID | Generic procedure on which this company procedure is based. |
Company ID | Company for which this procedure was created. |
Task ID | Generic task on which this company-specific task is based. |
Rank | Controls the order in which tasks are listed when you select the procedure for a patient visit. |
Description | From the generic task, modify if desired. The description appears on company reports - watch out for typos! |
"Skip" fields | The three skip fields are from the generic task, usually left alone. |
Fee Code | Fee code to use for invoicing. |
Standard $ | Dollar amount usually charged for this item. |
Discount % | Indicate discount for the company if desired. |
Dollars off | Instead of discount percent, indicate dollars to take off the price. |
Disc Dollar Amt | Instead of discount % or dollars off, indicate new price to charge. |
Discounted $ | Final fee after discounts. If you discount a task, it has priority over any other discounts for the current responsible party, see the table How SYSTOCApplies Discounts in Understanding Discounts. |
Billing Fields | The billing address fields on a company-specific task tightly control the invoice process. For example, for a post-accident office visit, the workers' comp procedure would typically specify an office visit, billed to the insurance carrier for workers' comp, as the first task and a drug screen, billed to the company, as the second task. Another labor-saving idea is to make the bill for a Collection Only drug screen go to the laboratory that requests the collection, rather than to the company. |
Bill Address Type ID | Billing address category:
|
Bill Address ID | ID for the billing address, consistent with the selected Type. The three Billing Address fields combine to route invoices to the appropriate place. |
Bill Address Dept | Optional field available only when the Billing Address Type is CD (Company Department). |
Form | If data entry will be by PDF form, pick the form. |
Minutes fields | Not currently used by SYSTOC. |