{"id":123,"date":"2019-06-05T11:03:34","date_gmt":"2019-06-05T11:03:34","guid":{"rendered":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/?p=80"},"modified":"2019-06-05T18:09:23","modified_gmt":"2019-06-05T18:09:23","slug":"insurance-card-scannning-lytec-2019","status":"publish","type":"post","link":"https:\/\/www.2kmedicalbilling.net\/Lytec-Blog\/insurance-card-scannning-lytec-2019\/","title":{"rendered":"Patient Email Connect"},"content":{"rendered":"\n<figure class=\"wp-block-embed-vimeo wp-block-embed is-type-video is-provider-vimeo wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<div class=\"embed-vimeo\" style=\"text-align: center;\"><iframe loading=\"lazy\" src=\"https:\/\/player.vimeo.com\/video\/288616126\" width=\"600\" height=\"338\" frameborder=\"0\" webkitallowfullscreen mozallowfullscreen allowfullscreen><\/iframe><\/div>\n<\/div><\/figure>\n\n\n\n<p>Patient engagement and marketing are critical for clinical quality and business purposes. Lytec now makes it even easier to contact your patients using cost-effective email and other methods to stay in touch, provide valuable information, and even drive revenue. With <strong>Patient Email Connect<\/strong> available in Lytec 2019, connecting with your patients is now as easy as 1-2-3.  You can now filter the export of patients using a variety of filters so that you can get the list you need to match your specifications.  Create your lists by picking from 27 different filters such as age, gender, activity, last visit date, diagnoses, charges, or balance owed. Your list is exported as a CSV file allowing you to manipulate and customize the data in your preferred spreadsheet program.  <\/p>\n\n\n\n<p><strong>Patient Email Connect and PHI<\/strong><br>Please be aware that creation and transmission of exported records and files, using Patient Email Connect, must be accomplished while closely following the HIPAA Security Rule and HIPAA Privacy Rule.<br> <br>These Rules protect individuals\u2019 electronic personal health information that is created, received, used, transmitted, or maintained by a covered entity. Please ensure that you follow appropriate administrative, physical and technical safeguards to ensure the confidentiality, integrity, and security of electronic protected health information just as you must for all Lytec features.<\/p>\n\n\n\n<p><strong>New export option<\/strong><br> There is a new option on the Tools &gt; Export menu: Patient Email Connect. Use this option to open<br> the Patient Email Connect Filter screen.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" width=\"176\" height=\"317\" src=\"https:\/\/i0.wp.com\/www.2kmedicalbilling.net\/Lytec-Blog\/wp-content\/uploads\/2019\/05\/image-8.png?resize=176%2C317&#038;ssl=1\" alt=\"\" class=\"wp-image-523\" srcset=\"https:\/\/i0.wp.com\/www.2kmedicalbilling.net\/Lytec-Blog\/wp-content\/uploads\/2019\/05\/image-8.png?w=176&amp;ssl=1 176w, https:\/\/i0.wp.com\/www.2kmedicalbilling.net\/Lytec-Blog\/wp-content\/uploads\/2019\/05\/image-8.png?resize=167%2C300&amp;ssl=1 167w\" sizes=\"(max-width: 176px) 100vw, 176px\" data-recalc-dims=\"1\" \/><\/figure>\n\n\n\n<p><strong>Security for Patient Email Connect<\/strong><br>Access to Patient Email Connect is controlled by the Export\/Patient File setting in Security Profile for each user.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" width=\"406\" height=\"408\" src=\"https:\/\/i0.wp.com\/www.2kmedicalbilling.net\/Lytec-Blog\/wp-content\/uploads\/2019\/05\/image-9.png?resize=406%2C408&#038;ssl=1\" alt=\"\" class=\"wp-image-524\" srcset=\"https:\/\/i0.wp.com\/www.2kmedicalbilling.net\/Lytec-Blog\/wp-content\/uploads\/2019\/05\/image-9.png?w=406&amp;ssl=1 406w, https:\/\/i0.wp.com\/www.2kmedicalbilling.net\/Lytec-Blog\/wp-content\/uploads\/2019\/05\/image-9.png?resize=150%2C150&amp;ssl=1 150w, https:\/\/i0.wp.com\/www.2kmedicalbilling.net\/Lytec-Blog\/wp-content\/uploads\/2019\/05\/image-9.png?resize=300%2C300&amp;ssl=1 300w\" sizes=\"(max-width: 406px) 100vw, 406px\" data-recalc-dims=\"1\" \/><\/figure>\n\n\n\n<p><strong>New Patient Email Connect Filter screen<\/strong><br>When you select to export patients, you will now see a Filter screen. Use this screen to make and<br> save filter selections for patients.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" width=\"617\" height=\"825\" src=\"https:\/\/i0.wp.com\/www.2kmedicalbilling.net\/Lytec-Blog\/wp-content\/uploads\/2019\/05\/image-10.png?resize=617%2C825&#038;ssl=1\" alt=\"\" class=\"wp-image-525\" srcset=\"https:\/\/i0.wp.com\/www.2kmedicalbilling.net\/Lytec-Blog\/wp-content\/uploads\/2019\/05\/image-10.png?w=617&amp;ssl=1 617w, https:\/\/i0.wp.com\/www.2kmedicalbilling.net\/Lytec-Blog\/wp-content\/uploads\/2019\/05\/image-10.png?resize=224%2C300&amp;ssl=1 224w\" sizes=\"(max-width: 617px) 100vw, 617px\" data-recalc-dims=\"1\" \/><\/figure>\n\n\n\n<p><strong>Fields that are exported<\/strong><br> Exported data will include (with data labels in the first row):<br> \u2022 Patient Chart<br>\u2022 Patient First Name<br> \u2022 Patient Last Name<br> \u2022 Patient Middle Name<br> \u2022 Address 1<br> \u2022 Address 2<br> \u2022 City<br> \u2022 State<br> \u2022 Zip Code (both five digit code and additional four in separate adjoining field)<br> \u2022 Zip Plus 4<br> \u2022 Home Phone<br> \u2022 Work Phone<br> \u2022 Mobile Phone<br> \u2022 Main Phone<br> \u2022 Home Email<br> \u2022 Work Email<br> \u2022 Sex<br> \u2022 Patient Code<br> \u2022 Patient Type<br> \u2022 Birth date<br> \u2022 New Patient Date (from Patient file).<br> \u2022 Responsible Party First Name<br> \u2022 Responsible Party Last Name<br> \u2022 Patient Balance<br> \u2022 Next Recall Date (the single next Recall date in the future from current date)<br> \u2022 Primary Insurance Code (from Patient file only, NOT from individual Billings)<br> \u2022 Primary Insurance Name (from Patient file only, NOT from individual Billings)<br> \u2022 Secondary Insurance Code (from Patient file only, NOT from individual Billings).<br> \u2022 Secondary Insurance Name (from Patient file only, NOT from individual Billings).<br> \u2022 Tertiary Insurance Code (from Patient file only, NOT from individual Billings)<br> \u2022 Tertiary Insurance Name (from Patient file only, NOT from individual Billings)<br> \u2022 Last Visit Date (from Patient file).<br> \u2022 Hold Code 1<br> \u2022 Hold Code 2<br> \u2022 Hold Code 3<br> \u2022 Hold Code 4<br> \u2022 Hold Code 5<\/p>\n\n\n\n<p><strong>Procedures &#8211;  Exporting patients<\/strong><br>To export a list of patients:<\/p>\n\n\n\n<ol><li>On the Tools menu, select Export &gt; Patient Email Connect. The Patient Email Connect Filter screen appears.<\/li><li>Make all of your filter selections.<\/li><li>Click the Export button. The Export Results screen appears.<\/li><li>Navigate to a folder where you want to save your results and enter a name for the *.csv (comma separated values) file.<\/li><li>Click the Save button. The file will be saved and you can open it in spreadsheet applications and print it from there. When you import your saved files, zip codes and other numeric fields may be interpreted as numbers by your spreadsheet program and have their leading zeros stripped. For instance, in Microsoft Excel you will need to make the zip code column a \u201ctext\u201d column (during Import) so that any leading zeros will be retained. Be sure to repeat this with other numeric columns.  <\/li><\/ol>\n\n\n\n<p><strong>Saving filter selections<\/strong><br> To save a set of filter selections:<\/p>\n\n\n\n<ol><li>On the Tools menu, select Export &gt; Patient Email Connect. The Patient Email Connect Filter screen appears.<\/li><li>Make all of your filter selections.<\/li><li>Click the Save As button. The Save Filter screen appears.<\/li><li>Enter a name for your selections in the Save As field.<\/li><li>Click the Save button. After this, this filter will be available for selection in the Saved Filters drop-down.<\/li><\/ol>\n\n\n\n<p><\/p>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Patient engagement and marketing are critical for clinical quality and business purposes. Lytec now makes it even easier to contact your patients using cost-effective email and other methods to stay in touch, provide valuable information, and even drive revenue. With Patient Email Connect available in Lytec 2019, connecting with your patients is now as easy &hellip;<\/p>\n<p class=\"read-more\"> <a class=\"\" href=\"https:\/\/www.2kmedicalbilling.net\/Lytec-Blog\/insurance-card-scannning-lytec-2019\/\"> <span class=\"screen-reader-text\">Patient Email Connect<\/span> Read More &raquo;<\/a><\/p>\n","protected":false},"author":1,"featured_media":528,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"default","ast-global-header-display":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","spay_email":"","jetpack_publicize_message":"","jetpack_is_tweetstorm":false,"jetpack_publicize_feature_enabled":true},"categories":[13],"tags":[],"aioseo_notices":[],"jetpack_featured_media_url":"https:\/\/i0.wp.com\/www.2kmedicalbilling.net\/Lytec-Blog\/wp-content\/uploads\/2019\/05\/email.jpg?fit=3840%2C2160&ssl=1","jetpack_publicize_connections":[],"jetpack_sharing_enabled":true,"jetpack_shortlink":"https:\/\/wp.me\/paWDIq-1Z","jetpack-related-posts":[{"id":814,"url":"https:\/\/www.2kmedicalbilling.net\/Lytec-Blog\/lytec-ar-tracker\/","url_meta":{"origin":123,"position":0},"title":"New AR Tracker Filters","date":"July 23, 2020","format":false,"excerpt":"You asked and we answered, AR Tracker in Lytec 2020 new filters for appointment and timely filing dates. With the appointment filter you can run the AR tracker for just those patients coming in today to proactively review outstanding balances and create a collections action plan with your front office\u2026","rel":"","context":"In &quot;What's New&quot;","img":{"alt_text":"","src":"https:\/\/i0.wp.com\/www.2kmedicalbilling.net\/Lytec-Blog\/wp-content\/uploads\/2020\/07\/ar-tracker-filter.jpg?fit=603%2C821&ssl=1&resize=350%2C200","width":350,"height":200},"classes":[]},{"id":592,"url":"https:\/\/www.2kmedicalbilling.net\/Lytec-Blog\/duplicate-patient-checking-lytec-2019\/","url_meta":{"origin":123,"position":1},"title":"Duplicate Patient Checking","date":"May 21, 2019","format":false,"excerpt":"With more and more patients refusing to provide Social Security Numbers, duplicate patient records are on the rise. Lytec 2019 solves this problem by going beyond comparing social security numbers and also looks at the patient's last name and date of birth, helping you in your efforts to eliminate duplication.\u2026","rel":"","context":"In &quot;What's New&quot;","img":{"alt_text":"Duplicate Patients","src":"https:\/\/i0.wp.com\/www.2kmedicalbilling.net\/Lytec-Blog\/wp-content\/uploads\/2019\/06\/image-5.png?fit=512%2C256&ssl=1&resize=350%2C200","width":350,"height":200},"classes":[]},{"id":850,"url":"https:\/\/www.2kmedicalbilling.net\/Lytec-Blog\/lytec-medical-2021\/","url_meta":{"origin":123,"position":2},"title":"Lytec 2021 Pre-Sale is Now.","date":"October 20, 2020","format":false,"excerpt":"We are offering discounted pricing on Lytec 2021 to customers that purchase by\u00a0November 20, 2020. After that the price goes up.\u00a0 Don't miss out on your opportunity to reserve your copy at the reduced rate. Contact us immediately to get started today.\u00a0 Click below for a quick video on what\u2026","rel":"","context":"In &quot;What's New&quot;","img":{"alt_text":"","src":"https:\/\/i0.wp.com\/www.2kmedicalbilling.net\/Lytec-Blog\/wp-content\/uploads\/2020\/10\/Lytec2021_300x250.png?fit=300%2C250&ssl=1&resize=350%2C200","width":350,"height":200},"classes":[]},{"id":952,"url":"https:\/\/www.2kmedicalbilling.net\/Lytec-Blog\/lytec-patient-color-coding\/","url_meta":{"origin":123,"position":3},"title":"Custom Color Coding of Patients","date":"March 17, 2021","format":false,"excerpt":"https:\/\/player.vimeo.com\/video\/464559647 Color-coding has been added to patients so that you can create a set of colors that represent various tags or identities that you can assign to selected patients with a color coding for instant identification of that patient based on the color shown when performing a Find Patient lookup.Only\u2026","rel":"","context":"In &quot;What's New&quot;","img":{"alt_text":"Lytec Patient Color Coding","src":"https:\/\/i0.wp.com\/www.2kmedicalbilling.net\/Lytec-Blog\/wp-content\/uploads\/2021\/03\/Color-Coding.png?fit=592%2C473&ssl=1&resize=350%2C200","width":350,"height":200},"classes":[]},{"id":927,"url":"https:\/\/www.2kmedicalbilling.net\/Lytec-Blog\/lytec-online-eligibility-chec\/","url_meta":{"origin":123,"position":4},"title":"Eligibility Patient Demographic Query &#038; Update","date":"March 17, 2021","format":false,"excerpt":"You can now complete a new or existing patient\u2019s demographic information as part of an eligibility check in Lytec 2021. Once basic information for the patient has been entered into Lytec, performing an eligibility check will initiate a deposit of patient data into the existing Pending Patients feature. Then, you\u2026","rel":"","context":"In &quot;What's New&quot;","img":{"alt_text":"Lytec Eligibility","src":"https:\/\/i0.wp.com\/www.2kmedicalbilling.net\/Lytec-Blog\/wp-content\/uploads\/2021\/03\/Lytec-Eligibility.png?fit=622%2C499&ssl=1&resize=350%2C200","width":350,"height":200},"classes":[]},{"id":1195,"url":"https:\/\/www.2kmedicalbilling.net\/Lytec-Blog\/how-to-enable-the-lytec-audit-trail\/","url_meta":{"origin":123,"position":5},"title":"How to Enable the Lytec Audit Trail","date":"May 1, 2025","format":false,"excerpt":"The Lytec Audit Trail is a security and compliance feature that tracks all user activity within the Lytec software. It logs changes to patient records, appointments, billing data, and system settings\u2014capturing the who, what, when, and where of each action. This detailed logging supports HIPAA compliance, improves accountability, and helps\u2026","rel":"","context":"In &quot;How To&quot;","img":{"alt_text":"Audit Trail","src":"https:\/\/i0.wp.com\/www.2kmedicalbilling.net\/Lytec-Blog\/wp-content\/uploads\/2025\/05\/Lytec-Audit-Trail.png?fit=1024%2C1024&ssl=1&resize=350%2C200","width":350,"height":200},"classes":[]}],"_links":{"self":[{"href":"https:\/\/www.2kmedicalbilling.net\/Lytec-Blog\/wp-json\/wp\/v2\/posts\/123"}],"collection":[{"href":"https:\/\/www.2kmedicalbilling.net\/Lytec-Blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.2kmedicalbilling.net\/Lytec-Blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.2kmedicalbilling.net\/Lytec-Blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.2kmedicalbilling.net\/Lytec-Blog\/wp-json\/wp\/v2\/comments?post=123"}],"version-history":[{"count":6,"href":"https:\/\/www.2kmedicalbilling.net\/Lytec-Blog\/wp-json\/wp\/v2\/posts\/123\/revisions"}],"predecessor-version":[{"id":608,"href":"https:\/\/www.2kmedicalbilling.net\/Lytec-Blog\/wp-json\/wp\/v2\/posts\/123\/revisions\/608"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.2kmedicalbilling.net\/Lytec-Blog\/wp-json\/wp\/v2\/media\/528"}],"wp:attachment":[{"href":"https:\/\/www.2kmedicalbilling.net\/Lytec-Blog\/wp-json\/wp\/v2\/media?parent=123"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.2kmedicalbilling.net\/Lytec-Blog\/wp-json\/wp\/v2\/categories?post=123"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.2kmedicalbilling.net\/Lytec-Blog\/wp-json\/wp\/v2\/tags?post=123"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}