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1.20 Types of Providers in VitaLogics

PROVIDERS

There are several different providers in VitaLogics.  It is important to understand the role of each of these providers and how they affect each report so that you can properly set up VitaLogics to gain the data from the reports that you desire.

It becomes very important to set up the various providers if you have multiple providers in your clinic.  If you do not have multiple providers in your clinic it is HIGHLY recommended that you still set up the software and patient files as if there was a second provider, so that in the event that you add another provider down the road it will not be as difficult a transition. 

 

ASSIGNED PROVIDER

Assigned Provider:  An assigned provider is the provider for which you would like to link the patient to for financial reporting, regardless of who actually sees the patient.  This will also give you the option to only show those patients who are assigned to a specific provider in the Rolodex.  For example, I can set Dr. A’s privileges so that he is only able to see the patients in which he/she is listed as the Assigned provider.

 

TREATING PROVIDER

Treating Provider is the doctor that is actually seeing the patient.  The treating provider defaults to whomever that patient’s appointment is scheduled under in the Appointment Book.  That can be changed as the patient is being Checked In.  When you put the patient in a specific room, you also have the option to change the treating provider.  If the appointment has already been checked out you can change the treating provider that is linked to the charge but you cannot change the treating provider linked to the SOAP notes. 

The Treating Provider can be changed on a specific charge by going into the visit and selecting Edit Charge.  You will see a drop down menu next to Treating Provider. You can also go into the patient’s file, click Ledger and Charges.  If you double click on the charge and click on the Billing Information Tab, you will see the drop down menu for Treating Provider.

 

BILLING PROVIDER

The Billing Provider is the doctor for whom you would want that patient’s services billed under.  If a Billing Provider is NOT selected for that patient’s case, the charge will get billed under whomever the Treating Provider is.  You should use the Billing Provider if you want ALL charges for a specific case to be billing under a specific provider.

The Billing Provider can be changed on a specific charge by going into the visit and selecting Edit Charge.  You will see a drop down menu next to Billing Provider. You can also go into the patient’s file, click Ledger and Charges.  If you double click on the charge and click on the Billing Information Tab, you will see the drop down menu for Billing Provider. 

 

DESIGNATED PROVIDERS

Using the designated provider will allow you to have a provider linked to a specific case.  For example, you can have Dr. A as the Assigned Provider but that patient can have 2 cases, one for chiropractic and one for a massage therapist.  The case for chiropractic can have the designated provider be the same as the assigned provider but in the massage case the designated provider can be the massage therapist.     

If you select the Day Sheet and Collections Income report to be run based off Designated provider, then you MUST select a designated provider for each patient’s case or else the data in those cases will NOT be included in the reports. 

 

REPORTS

The following reports are affected by the providers listed:

-          Practice Diagnosis – Patient Status and Class, Revenue and Total Services are based on Assigned Provider, the Services Breakdown is based on Treating Provider and Collections Breakdown, Total Collections and Collections% is based on Designated Provider

-          Day Sheet – You have the option to run this report based on Assigned Provider or Designated Provider (selection can be made under Global Settings)

-          Collections Income Report – You have the option to run this report based on Assigned Provider or Designated Provider (selection can be made under Global Settings)

-          Generated Income Report – You have the option to run this report based on Assigned Provider or Treating Provider (selection can be made under Global Settings)

-          Sales Tax – You have the option to run this report based on Assigned Provider or Treating Provider 

 

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