Patient Registration and Data Entry Unit 5

Objectives Identify key demographic information from patient registration form and input data into MOSS Review insurance cards for key health insurance coverage details and input data into registration system (continued)

Objectives Demonstrate registering new patients using MOSS Describe types of medical facilities where patients receive services outside of physician’s office (continued)

Objectives Discuss how information is collected for new patients receiving services at facilities outside physician’s office Review hospital admission forms and emergency room record Input information into registration system

Important Terms Ambulatory surgical center Attending physician Face sheet Health Insurance Claim (HIC) number Health unit coordinator Hospital Nursing home Skilled nursing facility (SNF) Social Services Wards

Reviewing the Patient Registration Process Greet patient upon arrival to office Give patient: Registration form to fill out and sign Review to ensure completeness and accuracy Compare insurance information to insurance card HIPAA Privacy Notice to sign After explaining (continued)

Reviewing the Patient Registration Process Copy patient’s insurance card and verify insurance eligibility Assemble new patient chart and insert all required forms and documents Or, input all data into electronic health records software (continued)

Reviewing the Patient Registration Process Prepare superbill and attach to front of patient’s file Clinical staff documents all procedures and diagnoses for visit on superbill

Patient Registration Exercises Everything begins with patient registration and becomes part of ongoing process of maintenance, updating, and ensuring privacy Every member of team has responsibility to contribute to overall accuracy and completeness of patient record (continued)

Patient Registration Exercises Be sure to follow all steps in your text Carefully enter patient’s name and demographic information required Registration forms and insurance cards are printed in Source Document Appendix in back of text

Notes About Case Study 5-A Martin Montner is an adult child and dependent on parent’s health plan When reviewing patient information during registration, be aware of minor and adult children Adult minors still under parents’ insurance may have stipulations regarding eligibility Proof of scholastic participation may have to be shown to insurance company providing coverage

Patient Registration Exercises Now, Let’s Try It! Step 1: Before you start entering data into the program, review each patient’s registration form to determine the following: What is the patient’s date of birth? Is the patient employed? What is the patient’s marital status? What is the name of the patient’s school or employer? (continued)

Patient Registration Exercises Now, Let’s Try It! Step 1: Before you start entering data into the program, review each patient’s registration form to determine the following: How many insurance plans is the patient covered by? What is the name of the primary health plan? What are the policy and group numbers? (continued)

Patient Registration Exercises Now, Let’s Try It! Step 1: Before you start entering data into the program, review each patient’s registration form to determine the following: What is the name of the patient’s mother? Where does the patient’s mother work? Where does the patient live? (continued)

Patient Registration Exercises Now, Let’s Try It! Step 2: Compare the insurance card to the registration card: Does the information match what is on the form? Does the patient have a co-pay? If so, how much? What services require preauthorization? What is the phone number to call for preauthorization? Who is the patient’s PCP? (continued)

Patient Registration Exercises Reviewing these forms in your text is similar to working in medical office Make this a habit Correct entry now to save time and frustration later

Working Through the Case Studies From Main Menu, click Appointment Scheduling Check in each patient on appointment schedule (continued)

Working Through the Case Studies From Main Menu, click Patient Registration 1. Complete appropriate fields on Patient Information tab (continued)

Working Through the Case Studies 2. Complete fields on Spouse/ Parent/ Other tab 3. Complete appropriate fields on Primary Insurance tab 4. Complete Secondary Insurance tab if applicable (continued)

Working Through the Case Studies 5. Complete HIPAA tab if patient is seen in medical office Case Studies 5-J through 5-N are patients who receive services outside of medical office (continued)

Working Through the Case Studies 6. Verify insurance eligibility From Main Menu, click Online Eligibility Search for correct patient, and click Select (continued)

Working Through the Case Studies Verify insurance eligibility, cont. Review information for accuracy, and click Send to Payer Resulting report can be saved or printed

Case Studies 5-J through 5-N Focus on new patients who have received services outside medical office Instead of registration form, input information from four face sheets and one emergency room outpatient record (continued)

Case Studies 5-J through 5-N Only pertinent information from face sheets required for data entry Other information can be disregarded e.g., place of birth, religion