Patient Registration Integration
Configure the patient registration preferences to determine how the Process Patient Registration wizard will present the incoming patient information when you download it from the PBHS website.
Beginning with Version 9.2, WinOMS integrates with the PBHS TruForm service, Version 6. Follow the procedure below to configure your logon credentials for Version 1 and Version 6. When you are ready to remove access to V1, delete the credentials from the V1 fields on this screen.
To configure the patient registration preferences:
Select Tables > Practice > Patient Registration Preferences. The Patient Registration Preferences window is displayed.
When Practice Log On is selected, you are setting preferences for the practice. When Office Log On is selected, the offices are displayed in the list, and you can select the office for which you are setting preferences.
In the Select Pages to Visit section, the checkbox is selected for each page in the Process Patient Registration wizard that will display when you are downloading patient information. If there are windows you want to skip during the process, deselect the checkbox next to those windows.
In the Default Finish Option section, select which window you want to display when you have finished importing the patient information.
In the Log On Credentials section, enter the User ID and Password provided by PBHS.
Click Ok.