CHAPTER © 2013 The McGraw-Hill Companies, Inc. All rights reserved. 4 ENTERING PATIENT INFORMATION

© 2013 The McGraw-Hill Companies, Inc. All rights reserved. Learning Outcomes When you finish this chapter, you will be able to: 4.1 Explain how patient information is organized in Medisoft. 4.2Discuss how a new patient is added in Medisoft. 4.3Describe how to search for a patient in Medisoft. 4.4Describe how patient information is edited in Medisoft. 4-2

© 2013 The McGraw-Hill Companies, Inc. All rights reserved. Key Terms established patient guarantor new patient 4-3

© 2013 The McGraw-Hill Companies, Inc. All rights reserved. 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

© 2013 The McGraw-Hill Companies, Inc. All rights reserved. 4.1 How Patient Information is Organized in Medisoft (continued) 4-5 Patient InformationCase Information

© 2013 The McGraw-Hill Companies, Inc. All rights reserved. 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

© 2013 The McGraw-Hill Companies, Inc. All rights reserved. 4.2 Entering New Patient Information (continued) 4-8 Entering a new patient Patient/Guarantor dialog box with Name, Address tab active

© 2013 The McGraw-Hill Companies, Inc. All rights reserved. 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

© 2013 The McGraw-Hill Companies, Inc. All rights reserved. 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.

© 2013 The McGraw-Hill Companies, Inc. All rights reserved. 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.

© 2013 The McGraw-Hill Companies, Inc. All rights reserved. 4.2 Entering New Patient Information (Continued) 4-13 Patient’s employer must be added if it does not appear using dropdown list.

© 2013 The McGraw-Hill Companies, Inc. All rights reserved. 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

© 2013 The McGraw-Hill Companies, Inc. All rights reserved. 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.

© 2013 The McGraw-Hill Companies, Inc. All rights reserved. The Search for and Field boxes are found at the top of many dialog boxes. 4.3 Searching for Patient Information (Continued) 4-16 List of Field options

© 2013 The McGraw-Hill Companies, Inc. All rights reserved. 4.3 Searching for Patient Information (continued) 4-17 The Locate buttons are used to display the Locate Patient dialog box. Locate buttons

© 2013 The McGraw-Hill Companies, Inc. All rights reserved. 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

© 2013 The McGraw-Hill Companies, Inc. All rights reserved. 4.4 Editing Patient Information 4-19 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.