1. Lesson One Maintaining Patient Records
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2. MAINTAINING PATIENT RECORDS
SimChart for the Medical Office
»» Application Service Provider (ASP)
»» Web-based
»» Documenters
»» EHR Services
»» Administrative
»» Clinical
»» Billing

3. MAINTAINING PATIENT RECORDS
Patient Status
»» New Patient
»» Patient seeing the physician
for the first time or who has
not been to the medical office
within the last three years.
»» Established Patient
»» Patient who has been seen
in the medical office within
the last three years.
»» Inpatient
»» Outpatient

4. MAINTAINING PATIENT RECORDS
Avoiding Duplicate Records
»» Ask the patient if they have ever been to the office before.
»» Always perform a patient search before creating a new record.
»» Create the record exactly as it appears on the insurance card.
»» Check for previous or alternate patient names
»» Married names, maiden names, nicknames, etc.

5. MAINTAINING PATIENT RECORDS
Patient Demographics
»» Patient data
»» Guarantor information
»» Insurance
»» Ask for insurance cards at every visit

6. MAINTAINING PATIENT RECORDS
New Patients
»» Correspondence
»» New Patient Welcome
»» Forms
»» Patient Information
»» Medical Records Release
»» Notice of Privacy Practice
»» Patient Bill of Rights