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You can define rules specifying that specific fields be filled out in an encounter form for the form to be considered complete. 

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.
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.
8. Click Save.

Add a Golden Thread Rule

Create a Golden Thread rule requiring that specific forms be completed for selected facilities or programs, a specific time frame, or for an encounter category.

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1. Click the Practice tab.
2. In the left hand navigation menu, click 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.
4. Enter a name for the rule.
5. Select Form as the rule type.
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. 
8. Click the Exceptions tab in the dialog, and then select the categories to ignore when applying the rule.

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1. Click the Exceptions tab.

2. Select one or more categories in the left field, and then use the arrow button to move them to the right field.

View Golden Rule Error Reports

You can generate a report listing Golden Thread rule errors that occurred based on the criteria you specify. You can export the report data to a .csv file.

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.

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Define Encounter Form Completion Criteria

You can define rules specifying that specific fields be filled out in an encounter form for the form to be considered complete. 

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.
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.
8. Click Save.