Maintaining Patient Categories

This topic explains how to maintain the patient categories that users select when setting up patient profiles in AcuityLogic POS.

You can maintain the following patient categories in the Master Data Admin module:

  • Activity
  • Marital Status
  • Occupation
  • Patient Address Types
  • Patient Phone Types
  • Phone Call Times
  • Relationship
  • Sex
  • Title
  • Referral Types
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 patient categories

  1. In AcuityLogic Admin, click Master Data Admin and select Patient Categories.

    The Patient Categories window opens.

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

    A window for that item type opens.

  3. Do one of the following:
    • To add an item to the item type, click Add New Record.

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

  4. In the Description field, enter a name for the item.
  5. 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.
  6. Do one of the following:
    • Click Insert to add a new item.

    • Click Update to modify an existing item.

  7. If you modify Activity or Occupation types, 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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