Set Up Patient Code Generation

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

Choose Your Settings

1. Open Patient Code Generation Editor - Home ribbon bar > Tools section > Editors > Patient / Responsible Party > Patient Code Generation. (You can also use the Search field to look for the editor you want to work with.)

   

2. Patient Identification Code Details - You may have different styles and generation protocols for your primary and secondary patient codes.

   Primary / Secondary Code Styles - Select a style for your identification codes. You may have different styles 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, described below, then determine the format of the code.

   Last Name Prefix & Counter - 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. 2017-). 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 auto-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.

3. 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.

   

More Information

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

Changing Patient Code Generation 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.

Editor History - When you open more than one editor without leaving the Editors window, a history of those editors appears at the top of your screen. You can click a name in the history to return to any previously opened editor, easily going back and forth between editors. This is useful, for example, when you are working with editors that are related to one another, such as the Treatment Chart Style editor and the Treatment Chart List editor.