Order Account Default Logic Rules
This rule provides a way to default the account number for an order.
To activate this rule, you must:
- enter an allowed value into the FO_Users.AccountLogic field.
The allowed values and their behaviors for the FO_Users.AccountLogic field are in the table below. Use a Rhodes recommended value as needed and described below.
| Account Logic Field -- Allowed Values | |
|---|---|
| Allowed value | Behavior |
|
UNIQUEACCT Recommended setting if a client ID will always be used. |
Defaults the account number to the Patient ID + Ordering Physician ID + Collection Date + Order BillTo + Client ID |
|
UNIQUEACCTPROV Recommended setting if a client ID will NOT always be used. (The two behaviors listed here call for different values to create the account number. What is correct?) |
system will create a unique account number for the combination of FOID, collection date and provider.
defaults a unique account number for an order based on the values of patient ID, physician, collection date and order billto |
|
CLIENT or CLIENTMRNPHYSDATE |
Check the order client for the presence of an account number default assigned in the FO_Clients.Number field. If the FO_Clients.Number field value is ‘ASK’ then the system will prompt the user for an account number. If the field value is an account number, the system will default the account number to the FO_Clients.Number field value. |
|
CVN |
Defaults the account number to the client visit number, CV#. The CV# field must be filled in for this to occur. |
|
DATE |
Defaults the account number to today’s date. |
|
MRNPHYSDATE |
Defaults the account number to the MRN + Ordering Physician ID + Today’s Date |
|
PROVIDER or PROVIDERMRNPHYSDATE |
Checks the ordering physician for the presence of an account number default assigned in the FO_Providers.Number field. If the FO_Providers.Number field value is ‘ASK’ then the system will prompt the user for an account number. If the field value is an account number, the system will default the account number to the FO_Providers.Number field value. |
|
REQID |
Defaults the account number to the requisition ID. The requisition ID field must be filled in for this to occur. |
|
UNIQUEACCTCLIENT |
Defaults the account number with the Patient ID + Client ID + Collection Date |
|
UNIQUEACCTCLIENTBILLTO |
Defaults the account number to the Patient ID + Client ID + Order BillTo + Collection Date |
|
UNIQUEACCTCLIENTPROVBILLTO |
Defaults the account number to the Patient ID + Client ID + Provider ID + Order BillTo + Collection Date |
|
UNIQUEACCTPROVBILLTO |
Defaults the account number to the FOID + Collection Date + Provider ID + Order BillTo |
|
NONE |
No account number will be generated. (does this mean the user needs to enter the account number?? so the field will be enabled for data entry/editing?? and will it be a required field??) |
(The allowed values and behaviors above were gathered from the FO_Users.AccountLogic field table notes and the Order Account Default Logic Rules content.
Need to make sure the behaviors described above are correct. When the behaviors are correct(ed), will move this list to the FO_Users.AccountLogic field table notes.)
See FO_Users 
for more information about field definitions and allowed values.