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.
- For multitenant environments, the following setup can be performed only by administrators of the parent company and is required only for the parent company. The parent company setup applies to all companies.
To maintain miscellaneous categories
- In AcuityLogic Admin, click Master Data Admin and select Miscellaneous.
The Miscellaneous window opens.
- Click the link of the item type you want to modify.
A window for that item type opens.
- 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.
- 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.
- In the Description field, enter a name for the item.
- 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.
- Do one of the following:
- Click Insert to add a new item.
Click Update to modify an existing item.
- 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.