1. Patient registration
Chapter 7

2. Objectives Register a patient from the scheduler
Register a patient from Patient Registration
Add a patient’s demographic information
Select the patient’s company(payer responsibility relationship)
Create a new case
Confirm the patient’s payers
Add a patient visit
Select the presenting problem

3. Key Concepts Scheduled appointments Walk-in patients
Disciplines of medicine
Problem-focused system
Clinical decision support (CDS)
Blended checklists
Multiple presenting problems
Add a new patient
Established patient
Patient responsibility
Occupational medicine
Payer responsibility relationship

4. Patient Registration Registering a scheduled patient:
Access the Scheduler Module from MedTrak Main Menu by clicking the Scheduling Button
Registering a walk-in patient:
Access the Patient Registration module from MedTrak Main Menu by clicking the Patient Registration button

5. Registering a Patient from the Scheduler
Scheduled Patient
Walk-in’s

6. Scheduling Screen
If the patient has an appointment, you can register them directly from the Scheduler.
Click the Scheduler button from MedTrak Main Menu.
Scheduling screen automatically sets to location view for that days schedule.
Do This! Pg. 93

7. Adding The Patients Demographic Information
With cursor in command field next to patient’s appointment
Click the Patient Showed button
If the patient is a new patient, the only demographic info present will be info recorded when patient made their appointment (name, phone number, primary payer)
On Patient Screen enter demographic info found on patient registration form
See textbook figure 7-2
Do This! Pg. 93

8. Creating A New Case
Click Submit button to add patient to the database.
New Case Screen appears
Record reason patient is seeing physician
Do This! Pg. 96

9. Confirming The Patient’s Payers
If patient has health insurance scan his photo identification and health insurance card and attach them to his record in MedTrak.

10. Adding The Visit Do This! Pg. 96 Visit Add screen is next.
MedTrak can support a variety of medical disciplines including:
Primary care doctors
Urgent care doctors
Occupational medicine doctors (workers’ compensation and employee health)
Rehab services(physical/occupational therapy)
Emergency room doctors
Chiropractic doctors
Do This! Pg. 97

11. Selecting The Presenting Problem
Clinical Note Add screen
MedTrak is a problem-focused system
You select the reason(s) the patient is visiting the clinic from a list of presenting problems
MedTrak is designed to create for the clinical staff and the doctor blended checklists of history and exam questions of the presenting problems from head to toe
When patient has multiple presenting problems, select all of them

12. Clinical Note & Doctor’s Checklist
Contains suggested questions of the presenting problems in one list of questions, starting at the head and working down to the toes
MedTrak displays most likely orders for the types of presenting problems on the initial order entry screens for the physician to select
CPOE=Computerized Provider Order Entry
This saves the physician valuable time in searching for orders to place for the patient

13. Clinical Note Add
The lists will contain questions related to the presenting problem
Both problem-focused checklists and most likely orders for CPOE facilitate clinical decision support(CDS) and comply with Core Measure 11 of Meaningful Use
Once the checkbox is completed click Submit
Clinical Note Add screen refreshes with the problem selected at the top of the screen
You may then click Exit to return to Scheduling screen
MedTrak marks scheduled patients who have been registered for their appointments with an equal (=) in front of their name indicating they showed for their appointment
Do This! Pg. 100

14. Registering Patients Using Patient Registration
If patient is walk-in
Register by clicking Patient Registration button from MedTrak Main Menu
Established patients who demographics are already in patient database click next to patient name
Verify demographic information and make needed changes
Click Submit button to record changes and return to Patients database screen or click Exit if no changes
Do This! Pg. 102

15. Selecting The Patient’s Company
MedTrak is designed to manage patient’s responsibility cases(self pay, guarantor, group health, Medicare, Medicaid, etc.) where patients are responsible for payment of services through their group health coverage or out of pocket
As well as occupational medicine cases (workers’ compensation and employee health) where employers are responsible for payment of services through their workers’ compensation insurance or their employers checkbook

16. Creating The New Case Complete New Case Screen with complaint
After entering complaint click Submit button
Do This! Pg. 104

17. Selecting The Patient Payer
Scan insurance cards, drivers license and attach scanned information to the case in MedTrak immediately after registering the patient
Patient/Payers screen displays for review against insurance card information provided by the patient
Place cursor next to payer you want to review click Change Payer button
If accurate, click Confirm Payers button, if not, correct information
Remember payer order is order they will be billed
Do This! Pg. 105

18. Adding The Visit(Encounter)
Review Visit Add screen
MedTrak automatically fills in the Reason for the Visit based on the information in case record
If reason is different, make correction, then select Doctor or Type of Visit drop down list
MedTrak will require you to enter an amount collected(or a note about the payment collection) to complete screen
Do This! Pg. 106

19. Selecting the Presenting Problem
Clinical Note Add Screen (figure 7-16)
Front desk person selects the reasons the patient is visiting the medical office from a list of presenting problems
MedTrak allows you to select all of the presenting problems and affected body parts at the same time (parallel) or one at a time(in series) depending on your preference
For efficient operations you need to be able to register your scheduled or walk in patients with minimal effort
Do This! Pg. 111

20. Printing The Clinical Notes
Upon completion of the patient registration process, MedTrak automatically prints the clinical notes for the clinical staff.
They can place these notes on a clipboard to use as a reminder of questions they should ask patient regarding their presenting problems
Do This! Pg. 112