4 Entering Patient Information MEDA 144 S11

Learning Outcomes When you finish this chapter, you will be able to: 4.1 Explain how patient information is organized in Medisoft. 4.2Discuss how a new patient is added in Medisoft. 4.3Describe how to search for a patient in Medisoft. 4.4Describe how patient information is edited in Medisoft. 4-2

Key Terms chart number established patient guarantor new patient 4-3

4.1 How Patient Information is Organized in Medisoft 4-4 Patient information is accessed through the Patient List dialog box The Patient List dialog box is divided into two primary sections 1.Left side – information about patients 2.Right side – information about cases

4.1 How Patient Information is Organized in Medisoft (Continued) 4-5 The Patient List dialog box Patient InformationCase Information

4.2 Entering New Patient Information 4-6 A new patient has not received services from the same provider or a provider of the same specialty within the same practice for a period of three years An established patient has been seen by a provider in the practice in the same specialty within three years

4.2 Entering New Patient Information (Continued) 4-7 Entering a new patient is done by clicking the New Patient button in the Patient List dialog box New Patient button

4.2 Entering New Patient Information (Continued) 4-8 Entering a new patient Patient/Guarantor dialog box with Name, Address tab active

4.2 Entering New Patient Information (Continued) 4-9 A chart number is a unique number that identifies a patient – Links together all patient information – Eight-character number – No special characters such as hyphens, periods, or spaces – Created based on patient’s name – No two chart numbers can be the same – Exercise 4-1

4.2 Entering New Patient Information (Continued) 4-10 Entering a new patient Patient/Guarantor dialog box with Other Information tab active

4.2 Entering New Patient Information (Continued) 4-11 Entering a new patient The Type field indicates whether an individual is a patient or guarantor A guarantor is an individual who is not a patient but who is the insurance policyholder for a patient of the practice Exercise 4-2 and 4-2

4.3 Searching for Patient Information 4-12 Medisoft offers two options for conducting searches for information: 1.Search for and Field boxes 2.Locate buttons

4.3 Searching for Patient Information (Continued) 4-13 The Search for box contains the text that is to be searched for The Field box controls how the list is sorted – Several options are available Data can be resorted and filtered Exercise 4-4 and 4-5

The Search for and Field boxes are found at the top of many dialog boxes 4.3 Searching for Patient Information (Continued) 4-14 List of Field options

4.3 Searching for Patient Information (Continued) 4-15 The Locate buttons are used to display the Locate Patient dialog box Locate buttons

4.3 Searching for Patient Information (Continued) 4-16 When a Locate button is clicked, the Locate Patient dialog box appears Exercise 4-4 & 4-5 Locate Patient dialog box

4.4 Editing Patient Information 4-17 To edit patient information: – Search for a patient – Click the Edit button to display the Patient/Guarantor dialog box – Make necessary changes – Save changes