Configure the OCF-21B Form Fields

The next step is to “map” the SmartSimple fields used with the Practice Management System into the fields required by HCAI forms.

• This process ensures that the correct fields are sent to the SmartSimple HCAI gateway regardless of the field names used in SmartSimple.
• The fields required by HCAI need to be extracted from different levels of the Practice Management case/referral.
• Some fields are stored at level 1 – the case or referral level, other fields are stored at level 2, the assessment level and some fields are stored at level 3 the activity level.

When configuring the mapping you will map fields from all three levels to complete the OCF form.

1. Click the OCF-21B link.

The OCF-21B configuration page is displayed.

OCF-21B Page Layout

There are five sections to this page:

• Goods & Services Item Settings – this section determines the types and status of items to be included in the form. Generally these settings will be set to All Types of items and a status of To be billed.
• Injury Item Settings – this section determines the type of items to be included and the status of these items.
• Referral Field Mapping – maps the level 1 fields to the appropriate HCAI form fields.
• Assessment Field Mapping – maps the level 2 fields to the appropriate HCAI form fields.
• Activity Field Mapping – maps the level 3 fields to the appropriate HCAI form fields.