Maintaining Miscellaneous Data

This topic explains how to maintain miscellaneous categories that users select when setting up various areas of AcuityLogic Admin and AcuityLogic POS.

The following table lists the miscellaneous categories that you can modify in the Master Data Admin module and specifies where the drop-down lists for the categories appear in AcuityLogic:

This category. . . Shows up when users are . . .

Contact Rx Type

Adding a new contact lens prescription to a patient in AcuityLogic POS.

If you integrate with ExamWRITER, all contact lens types must match the contact lens type usages set up in ExamWRITER.

Country

Setting up a patient profile in AcuityLogic POS.

Exam Diagnosis

This category has no functionality.

Eyeglass Rx Type

Adding a new eyeglass prescription to a patient in AcuityLogic POS.

If you integrate with ExamWRITER, all eyeglass types must match the eyeglass usages set up in ExamWRITER.

Frame Age Group

Setting up frame styles in the Products module in AcuityLogic Admin.

Frame Class

Setting up frame styles in the Products module in AcuityLogic Admin.

Frame Gender Type

Setting up frame styles in the Products module in AcuityLogic Admin.

Insurance Categories

This category has no functionality.

Insurance Plan Frequency

Setting up insurance plans in the Insurance module in AcuityLogic Admin. See Setting Up Insurance Plans.

Office Type

Setting up an office in AcuityLogic Admin. See Setting Up Office Locations.

Period Type

This category has no functionality.

Preferred Language

Setting up a patient profile in AcuityLogic POS and allowing easier Meaningful Use reporting.

Region

Setting up regions in AcuityLogic Admin. Regions can be assigned to offices from the Region drop-down list in the Office Information window. See Setting Up Office Information.

Time Off Type

Setting up an employee schedule in AcuityLogic Admin and AcuityLogic POS.

Visit Category

This category has no functionality.

Void Reasons

Voiding an order in AcuityLogic POS.
You cannot delete an item from a drop-down list after you create it. To hide items in drop-down lists, assign them a view order of 0.

To maintain miscellaneous categories

  1. In AcuityLogic Admin, click Master Data Admin and select Miscellaneous.

    The Miscellaneous window opens.

  2. Click the link of the item type you want to modify.

    A window for that item type opens.

  3. If you are modifying regions, select the company for which you want to create region from the Company Name drop-down list and click Find.

    All the regions set up for the selected company are listed in the table below the Company Name field.

  4. Do one of the following:
    • To add an item to the item type, click Add New Record or Add New Region for regions.

    • To modify an existing item, click Edit in the item's row.

  5. In the Description field, enter a name for the item.
  6. In the View Order field, enter a number to denote the order in which the item appears in the drop-down list. Items with low numbers appear above those with high numbers. Items with the same number appear together in alphabetical order. Items whose view order is 0 are not displayed in the drop-down list.
  7. Do one of the following:
    • Click Insert to add a new item.

    • Click Update to modify an existing item.

  8. If you are modifying void reasons, you can create a spreadsheet of the item types by clicking Export.

    A spreadsheet of the items opens in Microsoft Excel.

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