Transcript CIMO_ch04_Entering Patient Information

CHAPTER
4
Entering Patient
Information
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4-2
Learning Outcomes
When you finish this chapter, you will be able to:
4.1
4.2
4.3
4.4
Explain how patient information is organized in
Medisoft.
Discuss how a new patient is added in Medisoft.
Describe how to search for a patient in Medisoft.
Describe how patient information is edited in
Medisoft.
© 2013 The McGraw-Hill Companies, Inc. All rights reserved.
Key Terms
4-3
• established patient
• guarantor
• new patient
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4.1 How Patient Information is
Organized in Medisoft
4-4
• Patient information is accessed through the
Patient List dialog box.
• The Patient List dialog box is divided into two
primary sections.
1. Left side – information about patients
2. Right side – information about cases
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4.1 How Patient Information is
Organized in Medisoft (continued)
Patient Information
4-5
Case Information
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4.2 Entering New Patient Information
4-6
• A new patient has not received services from
the same provider or a provider of the same
specialty within the same practice for a period of
three years.
• An established patient has been seen by the
same provider or a provider of the same
specialty within the same practice for a period of
three years..
© 2013 The McGraw-Hill Companies, Inc. All rights reserved.
4.2 Entering New Patient Information
(continued)
4-7
New Patient button
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4.2 Entering New Patient Information
(continued)
4-8
• Entering a new patient
Patient/Guarantor dialog
box with Name, Address
tab active
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4.2 Entering New Patient Information
(continued)
4-9
• A chart number is a unique number that
identifies a patient.
– It links together all patient information stored in
different databases.
– It is an eight-character number.
– No special characters such as hyphens, periods, or
spaces are allowed.
– No two chart numbers can be the same.
– The system will assign a number when the chart
number box is left blank.
© 2013 The McGraw-Hill Companies, Inc. All rights reserved.
4.2 Entering New Patient Information
(continued)
4-10
• Entering a new patient
Patient/Guarantor dialog
box with Other Information
tab active
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4.2 Entering New Patient Information
(continued)
4-11
• Entering a new patient
The Type field indicates
whether an individual is
a patient or guarantor.
A guarantor is an individual
who may not be a patient of
the practice but who is
financially responsible for a
patient account.
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4.2 Entering New Patient Information
(continued)
4-12
• Payment Plan
Tab is used
when a
patient’s
account is
overdue and a
payment plan
has been
created to pay
down the
remaining
balance.
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4.2 Entering New Patient Information
(Continued)
4-13
• Patient’s
employer
must be
added if it
does not
appear
using
dropdown
list.
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4.3 Searching for Patient Information
4-14
• Medisoft offers two options for conducting
searches for information:
1. Search for and Field boxes
2. Locate buttons
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4.3 Searching for Patient Information
(continued)
4-15
• The Search for box contains the text that is to be
searched for.
• The Field box controls how the list is sorted.
– Several options are available.
• Data can be resorted and filtered.
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4.3 Searching for Patient
Information (Continued)
4-16
• The Search for and Field boxes are found at
the top of many dialog boxes.
List of Field
options
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4.3 Searching for Patient Information
(continued)
4-17
• The Locate buttons are used to display the
Locate Patient dialog box.
Locate
buttons
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4.3 Searching for Patient Information
(continued)
4-18
• When a Locate button is clicked, the Locate
Patient dialog box appears.
Locate Patient
dialog box
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4-19
4.4 Editing Patient Information
• To edit patient information:
– Select Patients/Guarantors and Cases command
from Lists menu.
– Search to locate chart number.
– Click the Edit button to display the Patient/Guarantor
dialog box.
– Make necessary changes.
– Click the Save button.
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