To make a Denplan Assessment easier you can have it auto fill based on the services charted on a patient. You can do this by setting a Denplan Category against each service code.

The Denplan Assessment will look at the patients charting history and auto fill the form. These services can be set in 2 ways

Setting Denplan categories for multiple services via the Payor section

1. Select File > Payors.

2. Select a Payor in the Payors screen:

   

3. Select the Denplan Setup button to open the Denplan Setup window:

   

   Note the dropdown menu for Denplan categories, and the checkboxes against each service:

   

4. To assign services to a Denplan Category:

   

   1. Scroll up/down through the Services list and check the checkbox for each required Denplan service.

   A service can appear in only one list at a time, so if you select a different category for a service item it will then change to that category and be removed from its original category.

   1. Select a Denplan category from the dropdown menu.

   2. Select the Update button.

   (To remove services from a category, repeat the above procedure with the None category selected (and remember to select the Update button)

5. Repeat the process for different categories, then click the Close button to exit.

Setting the Denplan category for individual service(s) via the Service List

Access this window from either

• On the Chart Tab highlight a service and click on the Edit button, or

• Click on Configure > Services, highlight the service and click on the Edit button

You can set the Denplan category via the Denplan Category dropdown menu on the left hand side.