1. CHAPTER © 2011 The McGraw-Hill Companies, Inc. All rights reserved. 4 Entering Patient Information

2. © 2011 The McGraw-Hill Companies, Inc. All rights reserved. Learning Outcomes When you finish this chapter, you will be able to: 4.1 Explain how patient information is organized in Medisoft. 4.2Discuss how a new patient is added in Medisoft. 4.3Describe how to search for a patient in Medisoft. 4.4Describe how patient information is edited in Medisoft. 4-2

3. © 2011 The McGraw-Hill Companies, Inc. All rights reserved. Key Terms chart number established patient guarantor new patient 4-3

4. © 2011 The McGraw-Hill Companies, Inc. All rights reserved. 4.1 How Patient Information is Organized in Medisoft 4-4 Patient information is accessed through the Patient List dialog box The Patient List dialog box is divided into two primary sections 1.Left side – information about patients 2.Right side – information about cases

5. © 2011 The McGraw-Hill Companies, Inc. All rights reserved. 4.1 How Patient Information is Organized in Medisoft (Continued) 4-5 The Patient List dialog box Patient InformationCase Information

6. © 2011 The McGraw-Hill Companies, Inc. All rights reserved. 4.2 Entering New Patient Information 4-6 A new patient has not received services from the same provider or a provider of the same specialty within the same practice for a period of three years An established patient has been seen by a provider in the practice in the same specialty within three years

7. © 2011 The McGraw-Hill Companies, Inc. All rights reserved. 4.2 Entering New Patient Information (Continued) 4-7 Entering a new patient is done by clicking the New Patient button in the Patient List dialog box New Patient button

8. © 2011 The McGraw-Hill Companies, Inc. All rights reserved. 4.2 Entering New Patient Information (Continued) 4-8 Entering a new patient Patient/Guarantor dialog box with Name, Address tab active

9. © 2011 The McGraw-Hill Companies, Inc. All rights reserved. 4.2 Entering New Patient Information (Continued) 4-9 A chart number is a unique number that identifies a patient –Links together all patient information –Eight-character number –No special characters such as hyphens, periods, or spaces –Created based on patient’s name –No two chart numbers can be the same

10. © 2011 The McGraw-Hill Companies, Inc. All rights reserved. 4.2 Entering New Patient Information (Continued) 4-10 Entering a new patient Patient/Guarantor dialog box with Other Information tab active

11. © 2011 The McGraw-Hill Companies, Inc. All rights reserved. 4.2 Entering New Patient Information (Continued) 4-11 Entering a new patient The Type field indicates whether an individual is a patient or guarantor A guarantor is an individual who is not a patient but who is the insurance policyholder for a patient of the practice

12. © 2011 The McGraw-Hill Companies, Inc. All rights reserved. 4.3 Searching for Patient Information 4-12 Medisoft offers two options for conducting searches for information: 1.Search for and Field boxes 2.Locate buttons

13. © 2011 The McGraw-Hill Companies, Inc. All rights reserved. 4.3 Searching for Patient Information (Continued) 4-13 The Search for box contains the text that is to be searched for The Field box controls how the list is sorted –Several options are available Data can be resorted and filtered

14. © 2011 The McGraw-Hill Companies, Inc. All rights reserved. The Search for and Field boxes are found at the top of many dialog boxes 4.3 Searching for Patient Information (Continued) 4-14 List of Field options

15. © 2011 The McGraw-Hill Companies, Inc. All rights reserved. 4.3 Searching for Patient Information (Continued) 4-15 The Locate buttons are used to display the Locate Patient dialog box Locate buttons

16. © 2011 The McGraw-Hill Companies, Inc. All rights reserved. 4.3 Searching for Patient Information (Continued) 4-16 When a Locate button is clicked, the Locate Patient dialog box appears Locate Patient dialog box

17. © 2011 The McGraw-Hill Companies, Inc. All rights reserved. 4.4 Editing Patient Information 4-17 To edit patient information: –Search for a patient –Click the Edit button to display the Patient/Guarantor dialog box –Make necessary changes –Save changes