There are 2 ways to get to the Register a Patient page, you can click it from the Home Page Shortcuts or from the Patient tab at the top.
- Enter the required Patient Demographic and Contact Information.
- All highlighted fields are required and all other data is optional.
- Save your information before proceeding to the next step.
Notes About Account Type
- Is optional and should be selected if the patient requires a duplicate chart (e.g., the patient requires both a personal medical chart and a Workers' Compensation chart).
- Should be used if the practice has multiple patients with the same name.
- If selected, the Date of the 1st Occurrence is required. Enter the date of the occurrence (e.g., accident date) if applicable; otherwise, enter the patient's DOB. When searching for a patient, the account type and the date of first occurrence (DOB) is displayed.
Saving a Resident as a Resident of a Location
For clients who service Nursing Home patients, the home is set up in the system as a Location. When registering a new patient and associating the patient with the location, an additional option is provided to establish that the patient is a resident of the location. When selecting this option, the location's address and phone information will be prepopulated into the registration fields.
- Select the Patient is a resident of this Location checkbox.
- Use the search bar to search for the desired location. Users may search by location name, city, street, or zip code.
- Select the location to prepopulate the address and phone information.
Note: The address and phone information will only populate the chart when registering a new patient. When editing an existing patient chart, the address and phone information must be updated manually.
- After the patient information is saved, the page navigates to Step 2, Insurance Information.
- Click Add an Insurance Profile.
- Complete the required Insurance Information and Insured Information indicated by the highlighted fields.
- Tip: If the insured's data already exists in the system, use the Search for the Insured form to locate the insurance profile.
- MediTouch does not allow duplicate profiles.
Note: If the subscriber is entered incorrectly, the profile will have to be deleted and reentered.
- If an existing insurance profile can be located, it will display.
- To assign this profile to the patient's chart, click the Use Selected Profile.
- Otherwise proceed and manually enter the insurance information.
- Payer Class: Indicates fee schedules.
- Payer Type: Corresponds to Box 1 of a CMS-1500 claim form.
- Plan Name: May be entered at any time, or setup in advance via the Administration: Payer Plan page.
- Group No.: Correlates with Box 11c.
- Co-pay: Can be viewed from the patient chart, scheduling screens, and when posting a patient payment.
- Co-Ins: Can be viewed in the patient chart and in scheduling pages.
- Accept Assignment: Correlates with Box 27.
- For patients without insurance, create a Self Pay insurance profile.
- Select Self Pay as the payer name. The patient's Chart No. will automatically populate the Insured's ID Number field.
- Save your information before proceeding to the next step.
Guarantor Information
- The highlighted fields are required. All other data is optional.
- Self is the default selection. If an insurance profile's relation to the insured is spouse, child or other, the insured will appear as an option in the dropdown.
- If the guarantor's profile already exists in the database, search for the active profile.
- Note: The guarantor is the financially responsible party. Statements will be mailed to the guarantor.
Associations (optional)
- Selecting a provider in this menu allows the user to create statements for all patients that have also listed this provider in Associations.
- A referring provider selection defaults that referring provider on all appointments and claims.
- The Prior Auth selection defaults that authorization on all appointments and claims.
- Select Other Referral Source.
- Edit the default provider, if necessary.
Authorizations (optional)
- When an authorization number is required on claims, the data must be created on this screen.
- Always remember to save your data.
Messages (optional)
- An alert or note pertaining to the patient may be added here.
- Notes: Notes are displayed only in the patient's chart.
- Alerts: The user will have the option to select a billing or a scheduling alert. Scheduling alerts are displayed when scheduling appointments and on the check-in screen. Billing alerts are displayed on the ledger as well as when posting patient payments.
Episodes
- To enter a new episode, click New Episode.
- Enter episode title.
- Default the episode for future use, if desired.
- Complete patient's condition related to Dates, Additional Dates, and Additional Information.
- Click Save Episode.