How to create and use Patient Templates in EZClaim
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Patient Templates are a valuable tool for streamlining data entry. By pre-filling fields, these templates reduce the need for repetitive manual input.
Patient templates can be especially beneficial if you bill multiple insurance companies or work with multiple doctors.
For instance, you could create a BC/BS template with all the necessary address information and provider details. This way, when billing a new BC/BS patient, you can simply select the template and only need to enter the patient's name and address.
Similarly, if you bill for multiple doctors, you can set up individual templates for each provider to expedite the billing process.
Creating a Patient Template
- To create a new template, click on the Patient drop-down arrow from the Home Ribbon bar and select Patient from a Template.
- Select New in the popup screen
- Enter a name to identify the template. Ex: Dr. Jones or Medicare etc.
- The name EZTEMPLATE will be entered in the Patient last name field and the name of your template will be in the Patient first name field. DO NOT MODIFY THE FIRST OR LAST NAME. The first and last name is used by EZClaim to track the template.
- Enter data into fields you would like pre-filled. Ex: Provider Address and NPI number.
- Click the Save and Close button to save the template and clear the screen.
Using a Patient Template
- From the Patient button, use the drop-down arrow to select Patient from a Template
- Select a Template from the list
- Click the OK button
- Enter your new patient data
Editing a Patient Template
- Click the Patient Template icon
- Select the Template you would like to edit
- Click the Edit button
- Make any changes needed
- Click the Save & Close button save the template and clear the screen
Deleting a Patient Template
- Click the Patient Template icon.
- Select the Template you would like to edit.
- Click the Edit button.
- Click the Delete button to delete the template.
Apply Template to Patient
Even if a patient record already exists, you still have the option to apply a template to the record. The EZClaim system will only populate fields that are currently empty.
To apply a template to a patient record, follow these steps:
- Open the patient record that you want to apply the template to
- Click on the Apply a Template option in the Patient ribbon bar
- Highlight the desired template from the list
- Click on the OK button
The template data will be applied, but it will not overwrite any fields that have been modified from their initial value
Automatic Patient Template
Note: This process requires the Admin Password
EZClaim can be configured to use a patient template whenever you create a new patient even if you do not use the Patient from a Template option.
- Create a patient template using the instructions above
- Open the Program Setup window (Tools Tab → Program Setup) and set the Automatic Patient Template option to the template of your choosing
