Content
- Introduction
- Explanation and Purpose of System Configuration
- Security Level Requirements and Access
- Keywords
Introduction
This article is meant to provide you with details on the Keywords Tab in System Configuration.
Explanation and Purpose of System Configuration
System Configuration is the configuration control center for your agency’s extendedReach system. The Keywords Tab is where you will assign custom options that will affect how your agency will work with eR.
Security Level Requirements and Access
You must be an Agency Administrator to access the “Administration” menu on the left side of your Workspace. Hover over System Settings and click on “System Configuration”.
Image: Organizational Preferences Access Screen
Keywords
The Keywords tab is where many options for the drop-down fields appear in extendedReach. Be sure to begin in “Edit Mode,” by clicking on the “Edit” button at the top of the screen.
To separate the keywords, enter them in one line at a time.
Image: System Configuration: Keywords Tab Access Screen
System Keywords
System Keywords is where you can update the Shared File Categories which are found under the Resources > Shared Forms + Files view on the side menu.
Image: System Keywords
Case Keywords
Case Keywords will update specific fields on the case screen and referral screen with these drop-down items.
Image: Case Keywords
| Field Name | Description |
|---|---|
| Ref. Services | Include all possible referral services |
| Ref. Rej. Reasons | Include all possible reasons to reject a referral |
| Races | List all races here that can be chosen from using the drop-down menu on the case profile |
| Religions | List all religions here that can be chosen from using the drop-down menu on the case profile |
| Languages | List all primary languages here that can be chosen from using the drop-down menu on the case profile |
| Education | List all levels of education a client may have |
| Income | List all income ranges a client may have |
| Employment | List all levels of employment (part-time, full-time, etc.) |
| Relationship Type(s) | List all personal relationships a client may have - this will be found in the People tab of the case |
| Address Book Categories | List all relationships multiple client may share - this will be found in the People tab of the case as well as the Address Book section in the Resources menu |
| Relationship Properties | Include all relationship properties that may pertain to a client's personal relationship (emergency contact, legal guardian, etc.) |
| Claim Resubmit / Reject Reasons | (only available for those who have the Enterprise Claims Integration with WayStar) Include all reasons for a claim to be resubmitted or reasons why it was rejected |
Staff Keywords
Staff Keywords will update specific fields on the staff profiles, found under Organization Settings > Staff Profiles.
Image: Staff Keywords
| Field Name | Description |
|---|---|
| Rate Level | List education/certification rate levels for staff |
| Staff Documents (Mandated) | List all staff documents that are mandated |
| Staff Documents (Other) | List any miscellaneous staff documents to be acquired |
| Staff Trainings (Mandated) | List all staff trainings that are mandated |
| Staff Trainings (Other) | List any miscellaneous staff training that can be completed |