Page History

...

1. Click the Practice tab.
2. In the left hand navigation menu, expand the Golden Thread tab, and then click Golden Thread Rules. The Golden Thread Rules page opens.
3. Click the Add Golden Thread Rule button.
   
   Image Added
   
   
4. Enter a name for the rule.
5. Select Form as the rule type.
   
   Image Added
   
   
6. Enter the starting date on which the rule takes effect. You can optionally enter an end date. If you do not specify an end date, the rule remains in effect.
7. Click the Notifications tab in the Add Golden Thread Rule dialog, and then configure how and to whom notifications are sent if the rule is violated. 
   
   Image Added
   
   
8. Click the Exceptions tab in the dialog, and then select the categories to ignore when applying the rule.
   
   Image Added

Configure the Rule Settings

1. Click the Settings tab if not already selected.
2. Select the facilities or programs to which to apply the rule. 
   Specify the AND operator to apply the rules to all selected facilities.​​ Use the OR operator to apply the rule to at least one facility.
   
   Image Added
   
   
3. Select the forms that must be submitted. 
   Specify the AND operator to require a user to complete all of the selected forms.​​ Use the OR operator to require that at least one of the selected forms be completed.
   
   Image Added
   
   
4. Select the frequency at which the forms must be completed.
5. Select Must meet the form completion criteria to require that the selected encounter forms meet any form completion criteria.
   Form completion criteria are defined in the Forms Settings page. For more information, see Define Encounter Form Completion Criteria.
   
   Image Added
   
   
6. Specify the message to display in notifications if the user fails to follow the rule. 
7. Select Block from being billed to prevent users from submitting a claim if the rule is not complete. 
   
   Image Added

Configure the Rule Notifications

...

1. Click the Practice tab.
2. In the left navigation menu, expand the Golden Thread tab, and then click Golden Thread Error Report.
3. Specify the criteria to use to generate the report.
   By default, reports are generated for the current day, with the billing status set to Unbilled.
4. Click Search to generate the report.
   
   Image Added
   
   

Anchor
formCriteria formCriteria

Define Encounter Form Completion Criteria

...

1. Click the Practice tab.
2. Click the Administration tab, and then click Forms Settings.
3. Click a form name in the table. 
4. Click Add.
   
   Image Added
   
   
5. Enter the starting date on which the rule takes effect.
   You can optionally enter an end date. If you do not specify an end date, the rule remains in effect.
6. Select Block from being billed to prevent users from submitting a claim if the rule is not satisfied.
7. Select the checkbox for each field in the form you want to require be completed.
   
   Image Added
   
   
8. Click Save.