More Resources | Release Notes | 2022

What's New  

 Branch Codes 

A new Branch Codes page has been added to the Admin Setup menu, allowing you to view, search, and export branch codes by HID. If you are an Admin user, you can also edit and create new branch codes without having to contact support for assistance.  

When you click Branch Codes, you will arrive at the Branch Code Details page, where you can select a Hospital from the dropdown. The dropdown options include all HIDs that you have access to within the Corporate Parent of the PID you are currently logged into.

Under Branching Setup, you can choose to view a hospital's branch code information at the HID or PID level by selecting a tab. 

• The Hospital Branch Codes tab shows branching at the HID level for either Patient Encounter or ADT files.
• The Pharmacy Branch Codes tab shows branching at the PID level for either Drug Utilization or Retail Dispense files. 

The table below will display the first 20 branch codes and the corresponding fields: File Import Type, Column,  Filter, Value, Branch to HID or Branch to PID, Effective Date, Termination Date, and Notes. To see additional branch codes, use the arrows to toggle between pages or type in the search bar and click Search. The Export button will export the data displayed on the current table view.  

Admin users also have the ability to create new branch codes by clicking Add New and the option to edit existing branch codes in the table by clicking the Edit (pencil) icon. 

• All fields are required except Termination Date and Notes. 
• You cannot add a Termination Date in the past. 
• The Effective Date can be set in the future. 
• Click the Check icon to add the branch code. 

If you would like to delete a branch code that you have added, you will have to contact the Support team for assistance. 

For more details on how to use the Branch Code page, click here.