Custom Chart IDs

Custom Chart IDs

With a few simple steps, ICANotes users can choose to assign custom ID numbers rather than generating a random ID in patient Demographics.  The custom ID numbers can begin at a starting interval, such as 1001, and count up, assigning chart IDs sequentially (1002, 1003, and so on).

 

First, Security Administrators will need to enable a specific group rule for their account, and a Group Administrator (or Security Administrator with Group Administrator privileges) will provide the starting chart ID number.

 

Security Administrator Setup

 

From the Chart Room go to Settings,  then to the Security Center (you’ll be prompted to enter your ICANotes password)

 

 

 

In the Security Center, click to go to Group Rules

 

In the Defaults tab (1) click to enable the rule ‘Generate Custom Patient ID’ (2), then Log Off (3) from ICANotes.

 

Please note: If any other users on your account are logged in at this time, they will also need to log off (via the pink Log Off button at the top right of the Chart Room) and log back in to see these changes take effect.

 

Log back into your ICANotes account.

 

Group Administrator Setup

 

Group Administrator access is required to navigate to group level Settings and Directories (1), then to the More tab (2), and in the Miscellaneous Rules (4) section enter a Next Unique Patient ID # (4)

 

Once you click into the field, you’ll see a prompt for the next unique patient ID number to be a chart. Enter the starting number, then click OK

 

You’ll see the number populate in Settings and Directories

 

Note that if your entered number contains leading zeroes – such as 0001 – ICANotes will ignore the zeroes and start at the number entered – 1. The next chart ID number generated would be ‘2’. Then ‘3’, and so on. 

 

In Demographics click to Generate ID#

 

And the next number in the sequence will be applied to the chart

 

 

 You’re all set! If at any time you wish to resume generating random ID numbers, disable the group rule in the Security Center. Need further assistance? Feel free to reach out to our Support team (443) 569-8778

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