1. Patient Registration and Data Entry
Unit 5

2. 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
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3. Objectives Demonstrate registering new patients using MOSS
Describe types of medical facilities where patients receive services outside of physician’s office
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4. 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

5. 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

6. 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
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7. 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
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8. 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

9. 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
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10. 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

11. 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

12. 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?
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13. 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?
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14. 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?
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15. 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?
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16. 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

17. Working Through the Case Studies
From Main Menu, click Appointment Scheduling
Check in each patient on appointment schedule
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18. Working Through the Case Studies
From Main Menu, click Patient Registration
1. Complete appropriate fields on Patient Information tab
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19. 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
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20. 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
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21. Working Through the Case Studies
6. Verify insurance eligibility
From Main Menu, click Online Eligibility
Search for correct patient, and click Select
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22. 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

23. 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
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24. 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