The Miscellaneous Tab

Coding System

Genie can incorporate both the ICPC 2 plus and ICD10 AM disease and procedure coding systems. Or you can choose not to use either. This is where you specify which coding system you are using.

Auto-Generate Chart Numbers for New Patients

Selecting this option instructs Genie to automatically generate a chart number for new patients. The numbers generated tick over by one for each new patient, starting at the last entered number.

Warning: If a chart number is changed manually with this option ticked, Genie will auto generate from the number manually entered, potentially doubling up your chart numbers.

Make the Chart Number the Same as the Patient ID

This will make the chart number the same as the Patient ID automatically generated in Genie to make some searches in Genie easier.

Auto-create Folders for New Patients

Used if you do not want to use the attachment/imaging function in Genie and would prefer to put images directly into the patients' images folder.

Make Surnames Upper Case

Tick this if you wish to automatically capatilise the surnames of patients in the demographics window.

HIC Location ID

Your HICOnline or MedClaims location ID [eg. GEN12345]. It is also your customer reference number that you may be asked to give by Genie Solutions Support.

Use Bulk Bill - tick if you want to use online bulk bill claiming. Allow Emailed Claims - only used under instruction by Genie Solutions Support

Use Patient Claims - tick if you want to use online patient claiming. Run Real Time By Default - this will create an online session at the time of receipting a patient claim. See Patient Claims.

Use DVA - tick if you want to use online DVA claiming.

Use Online Verification - tick if you want to verify patients details online with HIC.

Auth Proxy User ID & Password - used if you need to login to a proxy server before accessing the internet. For information on how to set up the proxy server for HIC online transmissions, see HIC Online Installation.

Default Receipt Type

When receipting direct from an invoice this will allocate the payment amount to the type selected eg. if the majority of your payments are made by EFTPOS then you would select this as your default receipt type.

Auto-Clean Data when Saving

This performs the same function as the Cleanup Database in Maintenance & Reports except that it happens transparently at the moment each record is saved. This should reduce the incidence of index and database corruption, and therefore the need to run 4D Tools. The performance impact should be negligible but it can be turned off just in case it does impact very busy practices.

Flush Transactions To Disk Immediately

Used under the advice of Genie Solutions Support

Import changes to appts modified offsite

This allows/disallows the importation of changes made offsite to existing appointments. This is allowed by default. If you don't want appointment modifications made offsite to be changed in the main data file, you should untick this option.

Give me a warning if account...

In this section you can specify an overdue amount or an overdue number of days, beyond which Genie gives you a warning when an appointment is made. The warning consists of a dollar sign inserted in front of the patient's name in the Appointments Book. This gives you an opportunity to take a look at the patient's Account History while you have them on the phone and chat to them about paying their bills, before they actually get into the surgery.

Default Patient Type

This is the Account Type that you want automatically applied to new patient records e.g. if you mostly private bill, select private or AMA. If you mostly bulk-bill, select Bulk Bill. You can always change it when completing the new patient's record.

Require a Referrer Provider Number on Invoices

Ticking this prevents you from creating an invoice where the Referring Doctor has no provider number entered in their address book entry. If ticked, the user will be prompted when invoicing to enter a valid provider number if there isn't one recorded. Note: This check will always be performed for Online Claiming of any sort regardless as it is a mandatory check.

Print Remittance Advice

With this ticked a remittance advice slip will print on the bottom of invoices with outstanding balances. Accept Credit Cards - tick this if your EFTPOS machine accepts manual credit card payments (check with your bank).

Print Invoice Full Descriptions

Ticking this will print item descriptions in full on invoices/statements. Having this unticked will only print the first line of the description. Descriptions for items can be edited through Open > Billing Items by double clicking on the item.

Print Doctor and Patient DB4 forms on same page

Tick this if you wish to have your Medicare DB4 forms for both the doctor and patient print on the same A4 page, rather than two separate A4 pages.

Print Total Balance on Invoices

Tick this if you wish for the account holders total outstanding amount to print on invoices.

Credit Terms

If you enter a number in here, Genie will print "Payment due by <date>", at the bottom of unpaid invoices, where <date> is the date of the invoice plus the number of days set here. If you don't want this, leave this field set to 0 (zero).

Patient Label

This allows you to specify what label you want printed on invoices e.g. allied health professionals may prefer "Client".

Invoice Memos

Allows you to edit and add Invoice memos without having to print an actual invoice. For more information see Invoice Memos in the Invoicing section of the Reception Module.

Give a warning if referral expires within x weeks

This option is for IVF, Ophthalmology, Day Surgery & Other Speciality practice preferences only. When invoicing a patient a warning will be generated if the patient's referral expires within the number of weeks specified. A warning is also given if all valid referral start dates are later than the current date.