Add -form type

From the Accounts receivable (main) menu

1.        First you must be in the System Management Directory. To get to this screen you must select File and System Management from the Accounts Receivable (main) directory.

2.        From this screen you must select Codes: FinClass, Recall, CPT, DX, Form, User. This will take you to the Lookup data file maintenance screen. From this screen you must select the Form Type Setup button. This will take you to the Form Maintenance screen where you must select the type of form you wish to view

3.        This will take you to the Lookup Form Type screen. To add a new one you must click the Add New button

4.        This will take you to the Form Type Entry screen. Here you must type a lookup code, description, and type code. After you have entered all the data the 'Save this Information' button will appear. Click on 'Save this Information' to finish.

From the Patient Account Information

SSI®Note: If you enter a new Form Type in either the Patient Billing Account, Patient Insurance or Demand Form entry screens this will bring you to the Lookup Form Type screen. You can choose to add the new code from there. See either the ,Add a New Financial Class , Add - Insurance Company-Payer or Add -Form Type