1. User Instruction: Patient Beginnings

2. Adding Patients Adding Payers Private Insurance Medicare/Medicaid Workers Comp Personal Injury

3. Initially, all the demographics for a patient must be entered once to create the Electronic Chart. Once entered, information can be easily updated whenever needed.

6. Once a patient is created their payer information can be entered.

8. The First step in entering the information is to first decide whether the payer is private, Medicare/Medicaid, Personal Injury, or Workers Compensation. Since each of these payers requires unique information, it is important to chose the correct option. Once in the Payer screen:

9. Both Private Insurances and Medicare/Medicaid are entered under the Add Payer Scheme Link. Add Payer Scheme

10. The information needed falls under the Carrier Info Tab and the Policyholder Info Tab. Private (hmo, ppo, etc)

14. After selecting the Provider Name Field, a list of providers will be brought up to the right. Select either Medicare or Medicaid, depending on what the patient has. A shorter, secondary list will appear. When the appropriate selection is clicked, all fields except for the Billing Number/Member ID are filled. Remember when filling in this field don’t forget to include any alpha characters that are included on the patient's card. Medicare/Medicaid

16. The Bureau of Workers Compensation has several important fields that must be entered into in order to get paid. Workers Comp

17. Enter all information into the blank fields. Certain fields require selecting from a list provided. They are: Physician of Record MCO/TPA/Claim Rep & ICD-9 Codes. Make the selection from the provided lists. Do not Directly enter data into the field. The most forgotten fields of entry are the Entity Responsible For Bills and the ICD-9 Codes Location. Pay close attention that these fields are not missed. Once the data is entered, select the ok button to save.

18. Personal Injury If the patient is a personal injury case, the data for the patient must be entered into the Personal Injury Section under Case Based Payers.