Obtaining new patient information—answer demographics, employer, and
emergency contacts.
Obtaining new patient billing information: ANSWER responsible party, and
guarantor demographics.
Obtaining new patient insurance information—answer payor/plan, effective dates,
and subscriber/member IDs.
Verifying existing patient information: ANSWER patient/guarantor demographics,
and coverage information.
Appointment Desk - Answer Used to schedule an appointment for a single patient.
Most commonly used when scheduling patients via phone call.
How to look up patients: ANSWER Name/MRN, SSN, Birthdate.
Name/MRN field: ANSWER Full or partial name (last, first), ID#, MRN, full
social, insurance#, member ID number MI, patient phone number (PH)
SSN field: ANSWER SSN or the last four digits after a *
Duplicate record: ANSWER after entering information, Find Patient. If the record
does not display, create a new one.
, Home Workspace - ANSWER is the initial screen that appears when you log in and
will always be open. Typically determined by each organization and can vary
depending on the type of user.
Patient Workspace: ANSWER tagged with the patient's name. includes activities
linked to the patient you're working with.
Required information for an appointment: department, visit type, provider or
resource, and start search date.
To pick a visit type, enter the whole or partial name, visit type ID#, synonym,
selection button, or CTRL+ENTER.
Type of providers - ANSWER person, resource, a room, piece of equipment that
needs scheduling
t - Answer today's date.
m - ANSWER +/- 1 is the date one month ahead/ago.
mb - ANSWER (month beginning): first day of the current month.
w - ANSWER +/- 1 represents the date one week ahead/ago.
y - ANSWER +/- 1 equals the date one year ahead or ago.
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