Set Up Patient Code Generation

Use the Patient Code Generation editor to manage how Edge assigns identification codes to your patient folders.

How to Get Here

• Home ribbon bar > Editors > Patient/Responsible Party > Patient Code Generation. (You can also search for the editor you want to work with.)

   

  Click Editors from the Tools section of the Home ribbon bar.

  

  Select Patient/Responsible Party in the list at the left, and choose the Patient Code Generation option.

  

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Setup

You generally set up these options when you first begin using Edge, and do not change them without considerable and deliberate intent.

Show/hide example

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• Primary Code / Secondary Code style - Select the format for your patient identification codes. You may have different formats for your primary code and secondary code.

  • (none) - Select this option if you do not want to generate this identification code for new patient folders automatically. After a patient folder is created, you may manually assign a code as needed.

  • Alphanumeric - Select this style to advance the identification code for each new patient folder numerically. The Base and Counter fields determine the format of the code.

  • OneTouch Style - Select this style to generate a unique identification code composed of the first two letters of the patient’s last name and the next sequential number. (i.e. Alex Thompson's identification code might be "TH39".)

• Base (Alphanumeric style only) - Enter the text you want to include at the beginning of the alphanumeric format (i.e. 2012-). All alphanumeric identification codes will begin with this value. Some offices change this field each year to indicate when the patient started treatment.

• Counter (Alphanumeric style only) - Enter the next "counter" number to use when generating an alphanumeric identification code. Generally, you do not need to edit this field. However, some offices re-set this field at the beginning of each year (or other period) to "count" the number of patients entered or started during that period of time.

• Minimum Counter Length (Alphanumeric style only) - Specify the minimum number of digits to generate for an alphanumeric identification number. When the next available number has fewer digits than your minimum start length, leading 0's are inserted to fill in the extra space. For example, if your minimum start length is 3 and the next available code number is 21, the number 021 will be assigned to the next patient folder. When the next available number reaches 100 (three digits), no leading 0's will be inserted.

• Save Changes Click Save in your Quick Access toolbar or File ribbon bar (or press Ctrl+S on your keyboard) to save any changes you have made.

  

Notice!

• Identification code names - Define the names for both the primary and secondary identification codes with the User Defined Fields editor.

• Changing / updating patient ID code defaults - If you change these default values, the identification codes of existing patients do not change automatically. However, if you auto-generate new ID codes for existing patients, the new defaults will determine how the new ID codes are created.

• Patient Set Up
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