Sunday, October 25

USER DEFINED INDEX SORT KEY

It's the Obvious Choice!

week 44 ECLIPSE® v11

We all have a few folks we can't seem to find or identify by their last name or first for some not so obvious reasons. Take for example, hyphenated names, or maybe the client is a child with a different last name the father, or the legal insurance name is different than the pedestrian name, no matter the culture, the alias listing-whatever the case, you need another way to identify this person by a name other than given!

While the last name has ample room for a hyphenated name, you may opt to put just the las part of it in the "user-defined sort key field" as you are able to target patients by this filtered search in the rolodex, unlike some other fields. Now mind you, this field was really designed as a crossover reference for old account numbers (accepting both letters and numbers), but it certainly is a great work around. You should also note that this is for a limited number of characters, so it won't accommodate a note or explanation.

I have also used it for business names as a quick reference for company employees if and when sending a group of statements per company. You could do it by referral, but it may confuse the issue when generating and analyzing marketing reports. I have even seen some use code language in this field for research categories as it has no effect on bills or medical reports.

F.Y.I. you may need other work around –such as this. When you find yourself using a field that is designed for a specific purpose- make sure your use of that field does not have an effect on billing, reports or accounting.

goto: Patient Folder "user defined index sort key"

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