Why is it important to determine whether patients are new or established in the practice Quizlet

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Terms in this set (64)

telephoning

in most offices patients use the traditional method of ____________ to contact the office

open hours

scheduling where patients are seen within given window of time on first come first serve basis except in the case of emergency

double booking

scheduling where two or more patients are scheduled in the same time slot

wave scheduling

where patients are scheduled at the beginning of each hour with the rest of the hour open and the patient who arrives first or has the most serious condition is usually seen first

NP (new patient)

patient who has not received professional services from another provider or another provider in the same specialty in the same practice within the past three years

EP (established patient)

patient who has received professional services from a provider or another provider with the same specialty in the same practice within the past three years

preregistration

process of gathering new patient/basic info such as contact, insurance, and reason for visit information before a new patient comes into the office for an encounter

basic demographics

patients __________ is obtained first.
name
address
gender
DOB
telephone #'s
email address

length

the reason for the visit will determine the ___________ of time required for the appointment

coinsurance

percentage of each claim that the insured pays the patient -that is due after deductible amount must be taken into account. the coinsurance rate, such as 80-20, states health plans percentage of charge, followed by insured percentage.

charge-deductible-coinsurance=health plan payment example

indemnity policy states that deductible is first 200 covered annual medical fees and coinsurance rate is 80-20. patient whos first medical charge of year was 2000 would owe 560

charge- 2000
patient owes deductible- 200
balance (allowed amount)- 1800
patient also owes coinsurance (20% of balance)- 360
total balance due from patient- 200+360=560

electronic transactions

instead of making telephone calls or sending faxes medical practices most often use ______________ to communicate with payers

electronic transactions

are most efficient because they only take seconds

office hours

special program called _____________ that is used to handle appointment scheduling in medisoft network professional

office hours calendar

interactive calendar used to select or change dates in office hours

medisoft network professional, directly from windows, shortcut

office hours can be started from within ____________ or ___________ or ____________ button on toolbar

after, located

___________ the provider is selected, an appointment slot must be ___________

search for open time slot shortcut button

for example, a patient needs a thirty-minute appointment and would like it to be during his lunch hour, which is from 12:00-1:00pm. he can get away from the office only on mondays and fridays. office hours makes it easy to locate an appointment slot that meets these requirements with the ________________________.

before, medisoft network professional

when a new patient phones the office for an appointment, the appointment can be scheduled in office hours ____________
the patient information is entered in _____________________. it is possible to enter an appointment before a chart number has been assigned to the patient.

repeating

_____________ appointments occur at the same time for a limited period of time

cut command

an appointment can be canceled and not rescheduled simply by using the _____________

break entry shortcut button, new break entry dialog box

to set up a break for a current provider (that it, the provider listed in office hours provider box) click the ______________. this action causes the _______________ to appear.

patient information form

form that includes patient patients personal, employment, and insurance data needed to complete a health care claim; also known as registration form

answers and physicians observations

during the encounter, the physician reviews the info on medical history form with patient and documents the patients _____________

new patients

who fills out a patient information form

primary insurance carrier, name, policyholder

whats on a patient information form? name of patients ________________ and if the patient is covered by another insurance carrier, the ____________&_____________ information for that plan.

guarantor

person who is the insurance policyholder for patient of practice

double checked

all data from the card that the patient has written on the patient information from are _______________ against the insurance card for accuracy before being entered into the practices patient database

financial policy

____________ practices rules governing payment for medical services from patients

information packet

the practices financial policy on payment for services is usually either displayed at the reception desk or included in a new patient _____________

payment

a financial policy should explain what is required of the patient and when ____________ is due

outstanding balance

practice management programs usually have shortcut keys or quick check buttons for determining whether patient has an ________________

status, track patients location

patient tracking features used during patient encounters to track the _________ of each appointment (this includes whether the appointment was kept, canceled, or rescheduled) as well as to______________________ (this includes whether a patient has checked in, is in the exam room, is with a provider or has checked out)

patient list dialog box

lists all patients guarantors and their cases currently in the database

patient and case

on the upper-right side of the patient list dialog box, there are two radio buttons: _______&_________

payment plan tab

the _______________ is used when a patients account is overdue and a payment plan has been created to pay down the remaining balance

patient/guarantor

when patients notify the practice that they have moved, changed jobs or insurance carriers, or made other changes information needs to be updated in medisoft network professionals ___________________ database

case

in medisoft network professional, a __________ is a grouping of transactions that share a common element

new case, submit insurance claims

when a patient changes insurance plans, a __________ is set up, even if the same condition is being treated. this makes it easier to ___________________ to the appropriate carrier.

copy case

the ________________button copies all the information from an existing case case into a new case. this feature is useful when creating a new case for a patient who already has a case in the system

added to the database

the insurance 1 box lists the code number and name of insurance carrier. the drop-down lists shows the carriers already in the system. if the carrier is not listed, it must be ___________________.

case dialog box, insurance carrier

it is not necessary to close the ___________________ to add an _________________ to the database. when insurance is clicked on the lists menu, and carriers is clicked on the submenu, the insurance carrier list dialog box is displayed in front of the other dialog boxes on the screen.

multimedia tab

the ________________ is used to save a multimedia file, such as a picture file or a sound file, to a patients case

patients photo ID

if an image file is selected , such as a _________________, the picture appears in the right panel of the multimedia tab.

check in, patient record

during ____________ staff members confer with patient to determine if info such as change in insurance or employment needs to be updated in the _____________.

examination

during the ___________ encounter the provider may order lab work or diagnostic tests

check-out, lab work

during _____________, the office staff gives the patient any additional information required, such as patient education materials or _________________ instructions

progress notes

documenting care delivered to patient, and medical facts and clinical thinking relevant to diagnosis and treatment

SH (social history), care

information about patients tobacco use, alcohol and drug use, sexual history, relationship status, and other significant social facts may contribute to the ____________ of the patient

examination

paper office
-physician picks up chart from bin, enters exam room, and reviews information from chart
PM/EHR office
-PHYSICIAN REVIEWS PATIENT CHART IN EHR, including todays vital signs and chief complaint

checkout

paper office
-payment is collected and recorded on encounter form; patient is given handwritten receipt
PM/EHR office
-payment is collected and entered in PM; receipt is printed

file menu, chart button

the first step in opening a patient chart is to select open chart on _____________ or to click the _____________ on the toolbar, which opens the patient lookup dialog box

single note

each history section of chart consists of a ___________

history folder

to enter a patients history, open a patients chart, and click the appropriate _______________

history note, date, time

a ______________ always contains a heading with the ___________&___________

MCPR, any allergies, intolerances

when a new medication is prescribed for a patient, __________ checks whether the patient has _________or__________. while an allergy is a relative rare condition in which the immune system responds to a medication and causes adverse effects, an intolerance is generally a milder reaction, and does not involve te immune system.

drop down list, type

select the patients reaction to the medication from the ____________, or ________ a description of the patients reaction. the reaction is displayed in parentheses next to the allergy or intolerance name.

remain blank

if the medical assistant does not have enough information to complete any of the fields, those fields should ___________. if the patient cant recall when allergy started, it needs to remains blank.

physicians, no

_____________ completes progress notes. if its been started but not completed, it can be saved as an incomplete note by clicking ________ when asked whether you are permanently finished with the note

shared, signature pin

a feature in medisoft clinical patient records allows a __________ note to be signed by each person who contributes to the note. the program then prompts the user for his or her ________________

red, blue

abnormal values are highlighted in __________(high) or __________ blue(low) on the vital signs screen

posturals

the ____________ button is used to __________ the patients pulse, systolic blood pressure, and diastolic blood pressure while the patient is in different positions.

yellow, message folders

the ____________ column on the left in the message dialog box lists the ____________

letter, toolbar, letters, task

letters are created by clicking the __________ button on the ___________, or by selecting ___________ on the _________ menu which opens the insert template dialog box

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What is the correct guideline that determines who is an established patient?

Established Patient: An individual who receives professional services from the physician/NPP or another physician of the same specialty who belongs to the same group practice within the previous 3 years.

How is an established patient defined quizlet?

The difference between an established patient and a new patient is that an established patient is an individual who received professional services from his or her physician or another physician of the same specialty from the same group practice, within the past three years.

How many years determine the difference between an established and new patient quizlet?

* New patients are those who have not received any services from the provider within the past 3 years. * established patients have seen the provider within the past 3 years.

What is the purpose of patient statements quizlet?

Patient statements are created to show the patient what's owed and why. This is to collect money from the patient, often for coinsurance purposes or for non-covered services.