HIPAA & Verification
ECW Navigation
Client Specifics
Billing & Statements
100

This is how many valid identifiers you need for patient HIPAA verification.

3

100

This is the button you click in the Patient Hub to access demographics. 

The info button

100

This client uses a separate Virtual Desktop

ArchWell

100

This column appears when a balance goes to collections.

Coll column

200

For an insurance rep, you need their company name, representative name, and either this ID or the last 4 of a claim number.

If full name is not given we could ask for either employee ID of Last 4 of claim number.

200

 Before saving any address change, you must always click this button.

Validate

200

This client processes medical records through CIOX instead of ChartSwap.

ArchWell

200

This type of statement breaks down each charge by date, service, and cost.

 itemized statement

300

This is the tab in the Patient Hub where you check if a family member is authorized.

Contacts tab

300

This is what you must update in demographics before you can save any changes.

provider information

300

This client only provides medical records through the clinic (not ChartSwap).

CPNS (CarePoint Neurosurgery)

300

The steps to generate an itemized statement (starting from Patient Inquiry)

Patient Inquiry > View Claim Summary > Print > Save

400

These are three valid patient identifiers for HIPAA (name three).

account number, date of birth, last 4 of SSN, or full address

400

The process of finding a patient using only name and date of birth (describe steps).

Click Patient Lookup, enter name and DOB, set filters to "All," then search?

400

These two clients use ChartSwap for medical records requests. 


CarePoint Blue Sky and IQ Surgical

400

What to do if you can't find an insurance policy when adding it to an account.

create an action

500

When verifying a third-party caller, you need the patient's name, DOB, caller's name, relationship, and this "plus one" item.

one additional patient identifier? (like account #, SSN, address, etc.)

500

Where to check in the Patient Hub for attorney authorization (list two places). 


Attorneys tab and Patient Docs?

500

The status bar turns this color when a patient is deceased.

gray

500

How long Correspondence typically has to work on ChartSwap requests.

30 business days

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