Hold Codes allow you to setup a pop-up message that can appear when scheduling a patient, editing their Chart, or entering visit charges.
To setup a Hold Code;
1. Go to Lists, then Patient, then Hold Codes.
2. Click the “New” button to add a new code.
3. Enter a “Hold Code” value, and a “Description”.
4. Select icon “Type” (Informational or Exclamation).
5. Select when to “Display…” the message.
6. Click Save when finished.
To set a hold code on a patient;
1. Go to Lists, then Patient, then Patients.
2. Select Patient Chart.
3. Select the Diagnosis/Reminders tab.
4. Setup up to 5 Hold Codes.
5. Click Save when finished.
The message will now appear in the selected areas when working the patient’s account.
