PC - Demographics Flashcards
Where can you find Memos and Notes?
In Patient Demographics.
Memos will pop-up upon patient search.
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Hidden memo will cause a pop-up to appear each time the patient’s record is opened, but rather than full-text, an asterisk will appear to indicate memo.
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Statement memo is a memo that will be included on all statements for patient.
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You can create expiration dates for all memos.
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You can create insurance memos as well as handling consent tracking.
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Notes.
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You can add permanent notes to patient tab.
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Any note created over 24 hrs ago is locked and cannot be deleted or changed.
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Within 24 hours the note can be changed, but cannot be deleted.
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Registering a Patient
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Before registering a patient, do a search to make sure there isn’t already a saved record for patient.
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Click “New” in Scheduler to make new patient record.
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In Quick Add, Patient’s name, responsible party, financial class, provider and zip code are required before the record can be saved.
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Responsible Party is for the person responsible for making the payments on account.
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Financial class determines how the patient’s insurance will be billed.
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Relationship field describes the relationship of the responsible party to the patient.
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Patient portal account maintenance icon is next to responsible party name.
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Click invite in patient portal creation to give patient instructions.
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If patient is coming for a worker’s comp claim, the Employer field must be populated.
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If patient is responsible party, the responsible party tab does not need to be altered. If it is someone other than the patient, make sure to update tab with appropriate address and contact information.
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Account Type will default in based on Financial Class that was selected on patient tab, but can be changed as needed.
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3rd step of registering new patient will be updating insurance in insurance tab.
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Effective date should be set prior to any visits that will be covered by insurance and the end date will indicate when coverage becomes inactive for patient (usually leave empty).
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Populate group name, group #, and subscriber ID from insurance card.
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Responsible party will default as the subscriber.
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MSP Code is only to be entered if insurance coverage is a medicare secondary payer.
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If MSP code is not selected for a secondary medicare claim, the clearinghouse will exclude the claims.
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If patient has a secondary insurance coverage, save before clicking add new.
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Sequence number will indicate which the coverage will be billed first on claims.
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Chart Files will be where you can assign an insurance card into the billing category
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Referrals
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Attach referrals to patient visits to track insurance-authorized visits or minutes, streamline charge entry process, and track effective marketing tools.
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Referral creation date will default to 3 days prior to appointment and the expiration date will default to 90 days later.
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Check “Pre-Authorization Required” to remind that the carrier requries authorization prior to the patient’s visit.
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Having pre-authorization will allow us to create a list of referrals needing verification with the carriers.
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