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 Folder > Procedures > Task

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:
  • AT (Attorney)
  • CD (Company Department)
  • CO (Company)
  • DL (Drug Laboratory)
  • IN (Insurance Plan)
  • MS (Medical Staff)
This choice filters the list of available options in the adjacent ID field.
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.