Add Patient Additional Information

The Patient Record Additional Information screen contains patient identifiers (medical record, driver's license, etc.), patient preferences (language, safety caps, Health Minder), admission account numbers and interface options.

To access Patient Additional Information:

1. Click on the Patient Record vertical icon bar.

2. The Additional Information screen displays:

3. Use the following definitions to add or edit information in each Patient Record/Additional Information field as needed:

PATIENT RECORD/ADDITIONAL INFORMATION SCREEN
Field Name	Field Definition
Additional Information
Medical Record	Required entry for nursing home patients. If Medical Record is populated on the Patient Record/General screen, that entry populates this field. If not, type the Medical Record Number assigned to the patient.
Place of Service	If Place of Service is populated on the Patient Record/General screen, that entry populates this field. If not, select the Place of Service from the drop-down list. This field replaces the Location field for NCPDP D.0 claims. The Location field will remain to facilitate transmitting 5.1 claims during the transition from NCPDP 5.1 to D.0.
Last Rx	System-generated entry. Prescription number of the last prescription processed for the patient.
Driver's License	Type the patient's driver's license number.
Location (5.1 Only)	If Location is populated on the Patient Record/General screen, that entry populates this field, If not, select the Location from the drop-down list. This field was replaced with the Place of Service field for NCPDP D.0 claims. This field will remain to facilitate transmitting 5.1 claims during the transition from NCPDP 5.1 to D.0.
Weight	Type the patient's weight.
Status	Select the patient status from the drop-down list.
Patient ID #1, #2, #3, #4 and Qualifier #1, #2, #3, #4	Type the patient's identification number (i.e., SSN, Driver's License, State Issued ID, etc.) and select the defining Qualifier for the ID from the drop-down list. Up to four IDs can be added for a patient.
Medicaid Indictor	Select the patient state from the drop-down list.
Medicaid ID Number	Type the patient's Medicaid ID Number (up to 20 characters).
Discount Schedule	If the patient is eligible for a discount, click the double arrows and select the Price Plan with the discount to apply.
Tax Schedule	Click the double arrows and select the Tax Schedule to apply.
Undeliverable Address	Field is used in the Refill Reminder Program. The default is unchecked. Check this field if a Refill Reminder Letter was returned and marked undeliverable. When the address is corrected, remove the check.
Pregnant	Check this field if the patient is pregnant.
Visually Impaired	Check this field if the patient is visually impaired.
Edit Admission Account Numbers	Field for nursing home patients. Click Edit Admission Account Numbers to make any required changes.
Patient Preferences
Medical Expense Summary	Select the patient's preference for receiving medical summaries from the drop-down list.
HealthMinder Patient	Check this box if the patient is HealthMinder Patient.
IVR Callback Number	Type the IVR telephone callback number for this patient.
Language	Select the patient's language preference from the drop-down list.
Safety Cap?	Check this box if the patient requested safety caps.
Contact Method	Select the preferred contact method for the patient from the drop-down list.
Sig Translation
PDR Participation	Check this box if the patient selects to receive the LDM MedGuides.
Patient Type	Type a user-defined patient type code.
Warning Label Language	Select the language to print on warning labels. Languages available are: A - Arabic B - Bengali C - Creole E - English F - French (Canadian) G - French (European) H - Hindi I - Italian J - Japanese K - Korean M - Chinese Simplified P - Polish Q - Portuguese R - Russian S - Spanish T - Chinese Traditional V - Vietnamese
Delivery Note	Check this box and click Delivery Note to type general comments to print on a delivery sheet.
Cycle Group	Four-character, user-defined field used to identify patient participation in the Cycle Rx program
Allow Profile Access	Check this option for head of household members to allow the head of household access to their prescription profile. The Patient Record/Additional Info screen displays the new field, Allow HoH Access, under Patient Preferences. If the patient does not have a head of household listed on the screen, this option is greyed out.
Refill Reminder	Select the patient's preference for Refill Reminder from the drop-down list.
Opt in Data Collection (PHI)	If checked, customer information is used in data polling participation. Default = Y (checked). This option refers to PHI not used for treatment payment or operations, and the patient does not receive marketing communication. The pharmacy does financially profit from rebates from the distribution of the PHI. Current rebate services are Freedom Data, IMS, Roche and Wolters Kluwer. Reconciliation services are not included in this service.
Delivery Method	Options are Delivery, Mail or Pickup.
Opt in Marketing (PHI)	If checked, customer receives marketing communications (mail, email, fax or phone) through the use of their PHI by a third party or the pharmacy. The pharmacy or third party receives financial compensation. Default = N (unchecked). This option is greyed out if the QS1AUTH option, Pharmacy First Formulary, is N. If the Opt in Marketing (PHI) is changed from unchecked to checked, a Verification screen displays the message that the patient signature has been received for participation and then prompts for the Pharmacist ID and Password.
Head of Household	Click the arrows next to the field and the Patient Scan displays. Select the patient to add this Patient Record as the Head of Household.
340B	Check this box for 340B. Default is unchecked.
Compliance Pkg	Check the box to interface with SMARxT Caps.
Specialty Patient	Check the box to interface with Asembia1 for specialty prescriptions.
Interface Options	Contact QS/1 Customer Support for assistance with the interface information required in the fields listed below.
Interface Type
Number of Scripts
Use Interface
Order Number
Priority

4. Press CTRL+S or click .

The HealthMinder Patient option is located in Patient Preferences. Check this option to remind a patient that a prescription is due to be refilled. If checked, the HealthMinder Rx option on the Drug and Dosage Information screen and the Additional Information screen of the Prescription Summary is automatically checked when filling a new prescription in NRx.

If HealthMinder Patient is checked, refill requests can be:

Sent to the Tickler file and processed from Tickler like IVR requests. When selected, the Rx displays so the pharmacist can process the refill.
Sent to IVR as compliance calls. Compliance calls inform the patient that a prescription is due for refill. If the patient selects to have the prescription refilled, a refill request is entered in the Tickler or InstantFill queue, depending on the Store Option for IVR calls.
Sent to the InstantFill queue. These requests are filled if possible; if not, an InstantFill error is generated.
Sent to IVR as completed prescriptions. If the prescription is filled via InstantFill or Tickler, a completed Rx message is sent to the customer. Be sure to select the Contact Method in Patient Preferences. Options are: P-Phone or N-Do Not Contact.

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