Patient Templates
Patient templates allow the provider to pre-fill data into any field (except for the New Charges screen) of the CMS-1500 form.
For information on Claim Templates.
Why would I use ‘Patient Templates’?
If you bill to multiple insurance companies or bill for multiple doctors, patient templates can be very helpful. For example, for BC/BS patients, you could have a BC/BS template set up that has the insurance company’s address information, providers PIN#, etc. already entered so when a new patient is being billed, you can start with the BC/BS template then fill in the patient name and address. If you bill for multiple doctors, you could have a template for each doctor.
Making a New Patient Template
Menu Location: Patient> Make a New Patient Template
1. Click ‘Patient ‘ on the menu bar, and then ‘Make a New Patient Template’.
2. Enter a name to identify the template. Ex: Dr. Jones or BC/BS etc.
3. The name ‘EZTEMPLATE’ will be in the Patient last name field and the name of your template will be in the Patient first name filed. DO NOT MODIFY THE FIRST OR LAST NAME. The first and last name is used by EZClaim to track the template.
4. Enter data into any field you would like pre-filled (except the Charges screen).
5. Click the ‘New Patient’ button to save the template and clear the screen.
Using Patient Templates
Menu Location: Patient > New Patient using a Template
1. Click the ‘New Patient Using a Template’ button (F3).
2. Select a template from the list.
4. Enter your new patient data.
Editing a Patient Template
Menu Location: Patient > New Patient using a Template
1. Click the ‘New Patient Using a Template’ button.
2. Select the Template you would like to edit.
5. Click the ‘New Patient’ button save the template and clear the screen.
Deleting Patient Templates
Menu Location: Patient > New Patient using a Template
1. Click the ‘New Patient using a Template’ button.
2. Select the template you would like to delete.