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Registration View Only

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1 Registration View Only
EPIC This material contains confidential and copyrighted information of Epic Systems Corporation - Confidential

2 Objectives How to access the patient’s View Only Registration record.
In this lesson you will learn: How to access the patient’s View Only Registration record. The 3 levels of Registration. How to use hyperlinks to access additional patient information. Be able to recognize a patient record that is deceased.

3 View Only Registration
The View Only Registration option is located under the Epic button within the Registration/ADT Menu Command Toolbar. Clicking the above option gives you a patient lookup. When the appropriate information is entered and accepted, Epic will take you to the patient’s View Only Registration record.

4 View Only Registration – Contact Selection Window
After finding and accepting the patient via the patient lookup window, Epic displays the Encounter Selection Window. Epic tracks primary care provider and location information over time. Each time there is a change in registration or an appointment, Epic creates a new contact. To continue to the patient’s record, select an encounter and click on accept. Note: selection of an older contact date may include different information (ie. Age) than the current record.

5 View Only Registration
View Only Registration allows you to view information but will not allow edits to be made to the record. More than one person can view this record at the same time. To navigate within view only, click on the hyperlinks to view Account and Coverage information.

6 3 Levels of Registration
The 3 levels of patient registration are: Patient Demographics Patient Account Information Patient Coverage Information

7 View Only Registration - Hyperlinks
When the underlined account number and guarantor (or Payor/Plan) is selected, it will expand to display information about that patients’ account/coverage.

8 View Only Registration – Guarantor Account
The Account information screen has information about the Account holder, i.e. name, address, employment information, names of all the patients under this account and a hyperlink to the Coverage screen.

9 View Only Registration–Coverage Information
The Coverage information contains information about the subscriber, i.e. name, address, employment, the names of patients covered under this plan, and coverage information. To return to the previous screen, click on the left pointing arrow. To close this record, click on the “Close” button.

10 View Only Registration – Deceased Patient
Patient records that have been changed to a Deceased status will display the patient’s record with the patient’s name in red within the patient header in both the Appointment Desk and in Registration. Also, on the header the Age will display as DCSD. For the Appointment Desk, the window “Patient is Deceased” will appear prior to entering the form.

11 View Only Registration - Navigation
Arrow buttons; moves you forward and back through the forms you have accessed. Home button: returns you to the Face Sheet. Refresh button: updates the view only registration. Use the Close button to close the patient’s record.

12 Registration Record Limited access to the patient’s registration is permitted with View Only. This will allow staff to look up Emergency Contact information. No editing capability will be given until staff complete the classroom sessions on Registration.

13 Registration Record: Emergency Contacts
Access to Registration information is based on user security. To view Emergency Contact information you can click on “Emergency Contact” listed in the workflow diagram, or you can use the keyboard shortcut (Alt+Down arrow) to highlight this option. To view, click the plus (+) sign next to the contact name and contact information will display. To close the patient registration record, click on the Finish button or use the keyboard shortcut of Alt+F.

14 End of Chapter 7 Continue to Next Chapter


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