The Template Designer application allows users to add smart fields to assessment templates. These smart fields facilitate the automated population of data from various sections of the system. Furthermore, these fields can be utilized to complete portions of the patient record when working on assessments through the call queue.
Smart Fields Types
Smart fields populate data from various sections of the system.
- Insurance Type: When included in a template, this field will showcase the Plan Category recorded in the primary insurance record associated with the patient's file.
- Initial Assessment Date: When included in an assessment, it will grab the most recent opportunity initial assessment date and prefill it.
- Insurance Plan Type: When included in a template, this field will display the plan type documented on the primary insurance record associated with the patient's file.
- Insurance Plan Period: When included in a template, this field will display the insurance plan period documented on the primary insurance record associated with the patient's file.
- Insurance Effective Date: When included in a template, this field will display the effective date documented on the primary insurance record associated with the patient's file.
- Employment Status: When included in a template, this field will display the employment status recorded on the patient's file.
- Ethnicity: When included in a template, this field will display the ethnicity recorded on the patient's file.
- Marital Status: When included in a template, this field will display the marital status recorded on the patient's file.
- Race: When included in a template, this field will display the race documented on the patient's file.
- Residence: When included in a template, this field will display the residence type documented on the patient's file.
- Student Status: When included in a template, this field will display the student status documented on the patient's file.
- Level of Education: When included in a template, this field will display the current student status recorded on the patient's file.
- Gender: When included in a template, this field will display the gender recorded on the patient's file.
- Identifies As: When included in a template, this field will display the information recorded in the Identifies As field on the patient's file.
- Payment Method: When included in a template, this field will display the method of payment documented on the patient's file.
- Full Name: When included in a template, this field will display the patient's full name as entered on their record.
- Date of Birth: When included in a template, this field will display the date of birth documented on the patient's file.
- Primary Phone: When included in a template, this field will display the primary phone number recorded on the patient's file.
- Social Security Number: When included in a template, this field will display the social security number recorded on the patient's file.
- Facility Name: When included in a template, this field will display the facility selected on the patient information section of the record (read-only).
- Facility NPI: When included in a template, this field will display the default NPI number associated to the facility selected on the patient information section of the record (read-only).
- Level of Care: When included in a template, this field will display a list of available level of care options to choose from the assessment.
- Genre of Care: When included in a template, this field will display a list of available genres of care options to choose from the assessment.
- Type of Care: When included in a template, this field will display a list of available types of care options to choose from the assessment.
- Dispositions: When included in a template, this field will display a list of available call queue disposition options to choose from the assessment.
- Evaluation Name: When added to a template, any text entered into this field will serve as the name of the form in the EMR once it's transferred as a live form.
- Evaluation Date: When included in a template, the date entered in this field will appear in the form's name in the EMR once it's transferred as a live form.
- Last Updated By: When integrated into a template, this field will present the user responsible for the most recent modifications made to the assessment.
- Last Updated: When incorporated into a template, this field will show the date and time of the most recent update made to the assessment.
- Created On: When included in a template, this field will display the date and time when the assessment was first responded to.