Lesson One Maintaining Patient Records WE’RE READY TO HELP! For customer support, please call us at 1-800-222-9570 or visit our online technical support center at evolvesupport.elsevier.com to access self-service options or chat with a live representative.

MAINTAINING PATIENT RECORDS SimChart for the Medical Office »» Application Service Provider (ASP) »» Web-based »» Documenters »» EHR Services »» Administrative »» Clinical »» Billing

MAINTAINING PATIENT RECORDS Patient Status »» New Patient »» Patient seeing the physician for the first time or who has not been to the medical office within the last three years. »» Established Patient »» Patient who has been seen in the medical office within the last three years. »» Inpatient »» Outpatient

MAINTAINING PATIENT RECORDS Avoiding Duplicate Records »» Ask the patient if they have ever been to the office before. »» Always perform a patient search before creating a new record. »» Create the record exactly as it appears on the insurance card. »» Check for previous or alternate patient names »» Married names, maiden names, nicknames, etc.

MAINTAINING PATIENT RECORDS Patient Demographics »» Patient data »» Guarantor information »» Insurance »» Ask for insurance cards at every visit

MAINTAINING PATIENT RECORDS New Patients »» Correspondence »» New Patient Welcome »» Forms »» Patient Information »» Medical Records Release »» Notice of Privacy Practice »» Patient Bill of Rights