Understanding Patient User Codes

Patient user codes are displayed in the User Code column of the Patient List window and entered in the patient record. Use these codes to group patients according to specific criteria.

Example:Example:Type X to turn off the insurance estimation for the patient.

The pre-defined user codes are:

A:A:The patient accepts assignment of all benefits. The Accept Assignment option (number 27) is selected on the patient's HCFA form. This code overrides the value entered in the Accept Allowed field in the Insurance Plan window.
I:I:The patient is inactive.
C:C:The patient account has been turned over to a collection agency.
L:L:The patient account is involved in a legal case.
M:M:The second line of text entered in the Notes field in the Patient window is printed in the recall list and on recall postcards addressed to the patient.
N:N:The patient is excluded from receiving recall notices.
P:P:Prints PREMED (premedicate patient) on recall letters and postcards sent to the patient. PREMED is also displayed in the patient's appointment card.
RN:RN:This code specifies the monthly interval of recalls. Type R6, for example to indicate a six-month interval between recalls.
W:W:The patient receives medical assistance.
X:X:This code turns off the insurance estimation.

TipTip

A warning is displayed when you attempt to schedule a patient with the following user codes: C, I, or L.
A warning is also displayed when you attempt to add a transaction to a patient record that contains C or I user codes.

To view a printable job aid that lists the default patient user codes and gives you a place to record user-defined codes for your practice, see Patient User Codes.