Where'd they go?!
Eligibility Records (Insurance)
Insurance / Payor
Where is the Patient #
Click on appt and look at the bottom under the "patient" tab
Where to send for auth after the initial evaluation?
Patient Files < Insurance / Payor < click into insurance < authorization tab < double click in the case < Go to Authorization Information Tab and select the highlighted yellow tab above the auth #
EM/EG
Initial evaluation Federal/ Initial evaluation General/ Commercial
How do you know a case is active?
Under Visit Info, the Case information will be green/red. Green is active, red is DC (Closed).
Open Tasks
Dashboard
How do you find their insurance?
insurance/payor or click into patient tab on on the bottom
How to send for insurance benefits verification?
patient insurance / payor > click into their insurance > eligibility records in corner.
VM/VG
Follow Up Visit Federal/ Follow Up Visit General (Commercial)
How to know what visit they are on?
Visit history, visit number is on the side.
Find a patient?
Under Patient Files
How to look at one therapist's schedule for a full week?
Click the Magnifying Glasses at the bottom?
Look Up Patient # 2890029. Is there a copay? Is there a visit limit?
No, 16.
EW/VW
Initial Evaluation Workers Comp / Follow Up Visit Workers Comp
Where to put patient paperwork?
Document/Tasks > Right Click into Scan Documents and hit add.
Collect a Payment?
Click on the patients appt < Right click < Post Payment
Print an appointment card reminder?
Click on patient < Right Click < Appointment Card
Look up patient #3001103. Is there a copay? Is there a visit limit?
No, No.
EMPH/VMPH
Initial Evaluation Pelvic Health / Follow Up Visit Pelvic Health
Where do you send out patient paperwork via email?
Under Admin Tab > the Patient, Demographics, and Consents> Add
RTConnect?
Right Click on Patient < Select RTConnect
How to cancel an appointment?
Click on patients appt < Cancel - w/ History
Look up patient #3101884. Is there a copay? Is there a visit limit?
Yes, $50. No visit limit.
EWET
Employment Testing (Lift Test)
How to add an additional contact?
Communication tab < Right click and hit add < fill in information as needed.