Access & Navigation
How many ways are there to access the Patient Records Page?
What is two
True or False: Every patient that comes into your office must fill out a New Patient Form on their first visit?
What is true.
Under what function on the Patient Record Page can you update a patient record?
What is Existing Patient Records
What is the name of the form that new patients have to fill out when they come into your office?
What is the New Patient Form.
Where are all the different places you can log a payment?
What is:
1. The payment log form
2. The patient record
3. The Billing Sheet
4. The Insurance log book
How many functions are there on the Patient Records Page?
What is two
True or False: You need ALL information off of the new patient file to be entered into the software create a new patient record section?
What is False
You only need four items from that list not everything.
How do you change information on a patient's record?
What is you select the information you want to change and you type over it.
What do you write in the insurance section of a patient record if they are not using insurance?
What is self pay.
What are the three different pages we have discussed in these past 3 modules?
What is:
1. The Payment Processing Page
2. The Insurance Claims Page
3. The Patient Records Page
What are the two ways you can get to the Patient Records Page?
1. The Top Tab Bar (Patient Records option)
2. The Green Title Box (Patient Records option)
What is the information you need to take from the new patient form and enter into the system?
What is:
1. Patient Name (first and last)
2. Insurance coverage
3. Patient Number
4. Copayment
What are the two most common changes that happen on a patient file that cause it to be updated?
What is change of last name and change of insurance company.
True or False: The exact same information needs to go on the New Patient Form and the New Patient Record.
What is False.
Only some of the information from the New Patient Form ends up on the New Patient Record.
What are the two functions on the Payment Processing Page?
What is: Review Payments and Input Payments
What are the two functions on the Patient Record Page?
New Patient Records and Existing Patient Records
Please list 3 pieces of information from the new patient form
What is:
patient name (first and last)/date they came in/ patient address/patient phone number/ reason for visit/main area of concern/ ever been to a chiropractor before/medications/surgeries/insurance/how they heard about the practice/in relation to an accident.
How do you save changes that were made to a patient's record?
What is: Close out of their record. The system automatically saves.
What information from the New Patient Form do you need for their Patient Record?
What is:
1. Patient name (first and last)
2. Insurance information (including copayment)
3. Patient Number(automatically on their new paperwork)
What are the insurances that you are out of network with but still accept?
Unitedhealthcare
Aetna
Cigna
Clover
What are the buttons labeled on the Patient Records Page?
What is:
Create Records and Access Records.
How do you enter a new patient record into the system?
What is: you fill out the corresponding boxes and hit the create button.
What is the Holding Dock
What information needs to be filled out on the patient record for each visit?
What is: Date of service, codes sent, charges, payment made and balance.
What is the order of logging an insurance payment? What is the order of logging a payment made by a patient?
What is: payment log form, patient record, insurance log book
What is: patient record, payment log form, billing sheet (if applicable)