Patient Rosters are groupings of patients based primarily on where a patient is seen. "Where", called a Location in CabMD, can be a physical location, based on a service location type and hospital master number, it can be a virtual location based on a CabMD department or the billing group, or it can be some combination of these. In CabMD, a Patient Roster is associated with a Location and patients with claims or appointments at that Location will be associated with the Roster.  When used with the mobile app, it will be possible to assign an actual geographic location to a Location and Roster, making selection of the Roster automatic or semi-automatic based on the physician's geographic location.

The purpose of Patient Rosters is to allow a physician to follow and easily access patients currently under their care. Patients are added and removed from a roster on specified dates. Addition to a Roster is either automatic, when a claim or appointment with the appropriate combination of department, group, service location type (SLT), and master number is added, or a patient can be added directly to a Roster on a particular date without a claim or appointment being entered. When a patient is added to a roster, the diagnostic code and referring physician can be set for the patient and these values will persist while the patient is in the Roster. Patients are also "retired" from a roster on a specified date - again this is either automatic, after a period of inactivity with no billing or scheduling, or can be done explicitly by the physician. In the case of a Roster tracking patients admitted to hospital (an Inpatient Roster), the retirement function can also automatically bill discharge service codes (C124A + appropriate premiums) when a patient is "retired".

Patient Rosters also allow the patients in a roster to be categorized and the physician can change a patient's category several times during a patient's time in a roster. The physician can choose how these categories are named and what they mean when they create the roster. By default, Inpatient Rosters are created with categories defining the "Level of Care" for a patient (Ward, ICU, etc.). Other Patient Rosters do not have categories defined by default.

Patient rosters present a patient-centric view of claims and appointments. Instead of showing a list of claims for a department/group or a list of appointments in a clinic, a Roster shows a list of patients in the Roster. The claims and appointments that are relevant to the Roster, based on department, group, SLT, and master number as well as addition and retirement dates, are presented in a detail view for each patient. The claims and appointments are fully editable from this interface. Addition of new claims is also simplified because the Roster itself provides department/group and master number information and the patient has an associated diagnostic code and referring physician - therefore the only values required are the service date - automatically set to the current date - and the service codes. Inpatient Rosters also provide a convenient function allowing an entire hospital stay to be billed at once.

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