Patient Relationship to the Account

The Patient Relationship is use to control what if anything needs to be entered for the account on this form.  If the relationship is 'self', then the patient is the account.  The patient (and therefore the account) information was just entered on the New Patient form.  If the relationship is not 'self', then the account can be:

When a new patient is being added, the relationship defaults to "Self".  If, at the time of data entry, the patient is less than 18 years old, you will receive a message telling you to verify the patients relationship to the account holder.

Import Patient Information

If the patient information is imported, all of the data fields on the form will be populated from the New Patient form.  The user should new override the fields that need to be changed.  For example, if the account is the patient's spouse and the patient date is imported, then the user will need to change the accounts first name, date of birth, social security number, sex, etc.  However, all of the rest of the information is 'clean' and 'correct'.

Select Account

If the account is also the account holder form another patient, then the Account Lookup will be presented and the user can select an account from a list of previously entered accounts.

Patient No

Number assigned to the patient by the practice.  This number may be system generated from a 'seed' number in Practice Maintenance.

Chart No

Chart Number.

Soc Sec No

Social Security Number

Med Rec No

Medical Record Number from the hospital

Title

Title (Mr, Ms, Mrs, etc.)

Salutation

Indicates how letters to the patient will be addressed (Dear Salutation....)  Values are:

First/M/Last

Name entered in First, Middle and Last sequence

Nickname

NickName.  Will default from patient fiest name

Generation

Generation (Jr., Sr., etc.)

Degree

Degree (MD, CRNA, Phd, etc.)

Address

Address consisting of:

The tab order will skip from Street Address (Add'l) to the Postal Code.  The Postal Code lookup will complete the City and State.  In addition, the Postal Code lookup will default the Area Code of the telephone numbers if the Area Code is defined in Postal Code Maintenance.

Country

A foreign country may be entered if needed.  The cursor will, by default, skip this field.  To enter a country, Shift+Tab to back up to the field to enter the country.

NOTE:  Canadian mail is addressed like US Mail:  City, State (Province Code) and Postal Code.  Therefore, it is entered into MedSuite with the Postal Code, City, Province (AB for Alberta, ON for Ontario, etc). and then Canada can be typed into the Country field.  

Home

Home telehone number.

Fax

Fax telephone number

Work

Work telephone number

Other

Other telephone number

Mobile

Mobile telephone number

Pager

Pager telephone number

E-Mail

E-Mail address

Birth

Date of Birth.  See date field definition for use of two/four digit years.

Death

Date of Death.  See date field definition for use of two/four digit years.

Sex

Sex (Male, Female, Unknown)

Marital Status

Marital Status (Married, Single, Widowed, etc.)

Employer (Lookup Field)

Employer can be selected from Employer lookup.

Employer (Text Field)

Employer Name can be keyed in

ID

ID assigned to employee by the Employer may be entered

Status

Employment Status (Full-Time, Part-Time, Retired, etc.)

Date

Date Status was changed (employment date if employed, retirement date if retired, etc.)

Occupation

Occupation name/description

Account Class

The Account Class must be selected from the Account Class Lookup.  A default value for the Account Class may be defined in Practice Maintenance.

Account Type

The Account Type is an optional field that is used for reporting and  selection purposes

Payment Plan Amt

Overrides the practice-level Minimum Payment Amount for this account.  This allows monthly payments to be negotiated and tracked as minimum payments that are different from the practice minimum.

Claims Suspended

All claims may be suspended for the account until such time as the suspend is removed.

Waive Finance Charges

Indicates if Finance Charges should be waived on this particular account, if the Practice and Account Classes are set up to assess Finance Charges.

Orig Fin Chrg Date

Date that the first finance charge was issued to the account holder

Last Fin Chrg Date

Date that the most recent finance charge was issued to the account holder

Next Fin Chrg Date

Date that the next finance charge is due to be issued to the account holder if no payment is made.

In Collections

Indicates if the account is in a collection status.

Number of Collection Letters Sent

Indicates how many Collection Letters have been sent to the account

Collector Group

Indicates if there is a Collector Group assign to 'work' this account

Agency

Indicates the Collection Agency assigned to this account if it currently is in a collection status or if it goes into a collection status in the future

Stmt Suspended

All statements for the account may be suspended until such time as the suspend is removed.  If an account is suspended:

When the suspend is removed from the account, the user will be asked if they want the billing cycle to restart the billing cycle.  If the user indicates that he wants the billing cycle to be restarted:

If the user indicates that he does not want the billing cycle to be restarted:

Returned Mail

Indicates if the practice has gotten returned mail from billing the account.  In other words, since the address is bad or incorrect and the statements are not getting to the account holder, there is no point in continuing to be bill the account until such time as a current address is entered.

First Statement Date

Date that the first statement was issued to the account holder

Last Statement Date

Date that the most recent statement was issued to the account holder

Next Statement

Date that the next statement is due to be issued to the account holder

Dunning Level

Delinquency level that the next statement will be issued at.  The Dunning Message associated with this level is defined in Practice Setup.

Billing Message

Special Billing Message that will appear on the statement for this account holder.

Billing Message is Recurring

Indicates if the Billing Message is a one-time or recurring message

Override Billing Message

Free-Form Text Billing Message that will override the Billing Message or the Practice-level Dunning Message.

Up to four lines of 60-characters of text per line may be entered.

Back

Go to the previous step (New Patient) in the wizard.

Next

Go to the next step (Insurance) in the wizard.

New Patient

Complete the New Patient Wizard, "Loops" back and re-runs the Patient Wizard allowing you to add another New Patient.

Ok

Complete the New Patient wizard and opens the patient in 'Edit' mode

Cancel

Close the form and do not save the changes (if any).

Back

Go to the previous step (New Patient) in the wizard.

Next

Go to the next step (Insurance) in the wizard.

New Visit

Completes the New Patient, enters New Visit mode, and (when the Visit is completed) "loops" back and re-runs the Patient Wizard allowing you to add another New Patient.

Visit Wizard

Completes the New Patient, enters the Anesthesia Visit Wizard mode, and (when completed with the Visit) "loops" back and re-runs the Patient Wizard allowing you to add another New Patient.

Ok

Completes the New Patient, and "loops" back and re-runs the Patient Wizard allowing you to add another New Patient.

Cancel

Close the form and do not save the changes (if any).