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The New Patient function presents the user with a wizard that steps the user through the creation of a patient, then of an account, and finally of the insurance.
The New Patient wizard consists of the following steps:
Green fields are required fields. Blue fields are optional fields. Purple font indicates a Jump field. Use the F4 key to jump from one jump field to the next jump field. F5 to jump back to a previous jump field.
Underscored letter – Use ALT + the underscored letter and the system will perform the function. (ATL+N = NEW)
Binocular Icon – Indicates that this is a searchable field. Use the F9 function key for the keyboard shortcut!
Movement from Patient to Account to Insurance (and back) is accomplished by the use of the Next and Back buttons. The New Insurance form will be 'looped' for each plan (up to three) entered in the New Patient Form. If no plans are entered in the New Patient Form, the New Account form will be considered the last form in the wizard. Depending on how you initiated the New Patient form, the OK button will behave in one of two ways on the final form in the wizard. If you selected New Patient from the Navigation Menu or the Tool Bar, the OK button will open the newly created patient chart and provide access to several additional tabs of patient information. If you select Batch Demographics and added the patient from the Batch Demographics List, the OK button will save the newly created patient and open another New Patient form. This is primarily how the Demo-Charge/Demo-Charge or Demo-Demo/Charge-Charge scenario discussed previously is implemented.
Patient Numbers
Patient No
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Number assigned to the patient by the practice. This number may be system generated from a 'seed' number in Practice Maintenance.
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Chart No
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Chart Number.
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Soc Sec No
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Social Security Number
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Med Rec No
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Medical Record Number from the hospital
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Name
Title
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Title (Mr, Ms, Mrs, etc.)
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Salutation
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Indicates how letters to the patient will be addressed (Dear Salutation....) Values are:
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First/M/Last
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Name entered in First, Middle and Last sequence
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Nickname
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NickName. Will default from patient fiest name
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Generation
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Generation (Jr., Sr., etc.)
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Degree
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Degree (MD, CRNA, Phd, etc.)
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Personal Contact Information
Address
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Address consisting of:
| • | Postal Code (Required Field) |
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.
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Country
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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: Zip Code, City & State in US would be the Canadian Postal Code (L7L6M-7), the Canadian Province (Burlington) & Canadian Code (ON for Ontario). In the Country field in MedSuite you would enter Canada. Therefore, it is entered into MedSuite with the Postal Code, Province and Province Code (AB for Alberta, ON for Ontario, etc). and then Canada can be typed into the Country field.
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Home
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Home telehone number.
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Fax
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Fax telephone number
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Work
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Work telephone number
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Other
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Other telephone number
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Mobile
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Mobile telephone number
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Pager
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Pager telephone number
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E-Mail
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E-Mail address
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Personal Details
Birth
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Date of Birth. See date field definition for use of two/four digit years.
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Death
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Date of Death. See date field definition for use of two/four digit years.
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Sex
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Sex (Male, Female, Unknown)
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Marital Status
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Marital Status (Married, Single, Widowed, etc.)
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Employment
Practice Maintenance allows the system to be configured to allow entry of the Employer Lookup or Employer Name/Description or both.
Some practices will define employers in a separate Employee Maintenance function and use the Employer Lookup. This allows the Primary Insurance Plan to be pulled through from the Employer as a default. Other practices will find that this capability does not gain them much and will simply want to key in both the Employer Name/Description and the Primary Insurance Plan.
Employer (Lookup Field)
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Employer can be selected from Employer lookup.
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Employer (Text Field)
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Employer Name can be keyed in
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ID
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ID assigned to employee by the Employer may be entered
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Status
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Employment Status (Full-Time, Part-Time, Retired, etc.)
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Date
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Date Status was changed (employment date if employed, retirement date if retired, etc.)
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Occupation
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Occupation name/description
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Insurance
Plan
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The primary, secondary and tertiary insurance plans may be entered
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Subscriber
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The subscriber may be described as either the patient, the account, or some other person. This does not define the HCFA/CMS Patient Relationship to the Insured, but it does allow us to define if the subscriber can be 'picked-up' from the New Patient form or the New Account form, or needs to be entered separately.
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Policy No
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Policy Number
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Group No
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Group Number
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Buttons
Next
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Go to the next step (New Account) in the wizard.
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Cancel
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Close the form and do not save the changes (if any).
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