Scheduling & Check in
This is the process patients complete when they arrive for an appointment.
What is check-in?
This is the process of confirming a patient's name, date of birth, address, phone number, and insurance information.
What is registration?
This may be signed to allow treatment to be provided
What is the Consent to Treat?
This may be signed to allow treatment to be provided.
What is the Consent to Treat?
This individual may not be the patient or the insurance subscriber but is legally responsible for any remaining balance on the account.
Who is the Guarantor
This may be needed when a patient cannot attend their original appointment time.
What is rescheduling?
This identifier is commonly used with the patient’s full name to help confirm identity.
What is date of birth?
This form explains how patient health information may be used and disclosed.
What is Notice of Privacy Practice?
This confirms whether the patient’s coverage is active on the date of service.
What is eligibility verification?
A 22-year-old patient is still covered under a parent's insurance but lives independently and pays their own bills.
Who is the patient?
This identifier is commonly used with the patient’s full name to help confirm identity.
What is date of birth?
Guarantor
Who is ultimately responsible for the bill?
This may be needed when someone other than the patient is authorized to receive information.
What is release of information or authorization to disclose information?
Deductible
What is the amount set by the insurance company that a member must pay before they start paying any benefits.
A 16-year-old patient is covered by their father's insurance, lives with their mother, and their parents are divorced. The father is the insurance subscriber, but the divorce decree states the mother is financially responsible for medical expenses.
Who is the parent that accompanies the child to the appointment?
The unique number assigned to each patient, used to link individual episodes of care to one patient within the system.
What is an MRN#?
This should be reviewed even if the patient says “nothing has changed.”
What is demographic information?
Durable Power of Attorney for Healthcare, and Living Will
What are the the two types of advance directives?
This may be required before certain visits, tests, or procedures.
What is authorization?
A 17-year-old patient arrives alone for an appointment and presents their own insurance card.
Parent/Legal Guardian
This is why patient identity must be verified at every interaction.
What is patient safety?
This could delay care if it is missing, expired, or does not match the scheduled service.
What is an order or referral?
This should be reported if patient information is sent to the wrong person or viewed inappropriately.
What is a breach?
This can occur when insurance information is entered incorrectly or not verified.
What is a claim denial or billing delay?
This individual may not be the patient or the insurance subscriber but is legally responsible for any remaining balance on the account.
Who is the Guarantor?