New Patient Intake Analysis
A new patient is defined as a person who has not received any services from the healthcare provider within the last 36 months. An established patient is a patient who has been seen with the healthcare provider within the last 36 months. There are 3 parts to the development of a claim. 1.) The preclinical interview and check-in. 2.) The clinical assessment and teatment. 3.) The postclinical patient check-out.
NEW PATIENT INTERVIEW AND CHECK-IN PROCEDURES
Step 1 - Perform a New Patient Intake Interview. Before giving a new patient an initial appointment, it is necessary to per form a New Patient Intake Interview. This allows the office staff to gather preliminary data to ensure that the patient has called the appropriate office for an appointment
and to check on the patient's insurance eligibility and benefit status. The following information should be obtained:
1. Patient's name, address, phone number, and birth date. (In the case of a minor child, you will also need the name of the parent or guardian requesting the appointment.)
2. Reason patient is calling for an appointment
3. Is the patient enrolled in an insurance program?
Step 2. Call insurance company to verify insurance eligibility and benefit status
Step 3. Schedule the patient's appointment
Step 4. Patient fills out Registration Form
Step 5. Make a photocopy of the front and back of all the patient's insurance identification cards
Step 6. All patients with insurance must sign the Authorization for Release of Medical Information Form.
Step 7. Establish a new patient's chart and enter patient demographics into the practice's patient data base
Step 8. Create patient's encounter form
ESTABLISHED PATIENT RETURN VISIT
1. Make a return appointment either at the time of the last appointment or later when patient telephones for a new appointment
2. Check the authorization status on all managed care patients
3: Check the patient's registration demographics while they are present at the front desk
4. Create the encounter form for the patient
POST CLINICAL CHECK-OUT PROCEDURES
At this point the procedures for new and established patients merge.
1. Code, if necessary, all procedures and diagnoses
2. Enter the charges for procedures and/or services performed and total the charges
3. Post all charges to the patient record either manually or through the computer
4. Collect payment from patient
5. Post any payment to the patient's account
6. Develop the insurance claim
7. Note the completion of the claim form on the patient's ledger/ account
8. Affix any required attachments to the claim, such as copies of operative reports, pathology reports, and copies of written authorizations.
9. The provider signs the claim form, if the claim is manually completed, or if special arrangements have been made with the insurance carrier the provider's name is typed or stamped.
10. File a copy of the claim form and copies of the attachment(s) in the practice's insurance files.
11. Record completed claims in the practice's insurance registry if the practice's procedure manual requires this step.
12. Mail the claim(s) to the insurance company.
NEW PATIENT INTERVIEW AND CHECK-IN PROCEDURES
Step 1 - Perform a New Patient Intake Interview. Before giving a new patient an initial appointment, it is necessary to per form a New Patient Intake Interview. This allows the office staff to gather preliminary data to ensure that the patient has called the appropriate office for an appointment
and to check on the patient's insurance eligibility and benefit status. The following information should be obtained:
1. Patient's name, address, phone number, and birth date. (In the case of a minor child, you will also need the name of the parent or guardian requesting the appointment.)
2. Reason patient is calling for an appointment
3. Is the patient enrolled in an insurance program?
Step 2. Call insurance company to verify insurance eligibility and benefit status
Step 3. Schedule the patient's appointment
Step 4. Patient fills out Registration Form
Step 5. Make a photocopy of the front and back of all the patient's insurance identification cards
Step 6. All patients with insurance must sign the Authorization for Release of Medical Information Form.
Step 7. Establish a new patient's chart and enter patient demographics into the practice's patient data base
Step 8. Create patient's encounter form
ESTABLISHED PATIENT RETURN VISIT
1. Make a return appointment either at the time of the last appointment or later when patient telephones for a new appointment
2. Check the authorization status on all managed care patients
3: Check the patient's registration demographics while they are present at the front desk
4. Create the encounter form for the patient
POST CLINICAL CHECK-OUT PROCEDURES
At this point the procedures for new and established patients merge.
1. Code, if necessary, all procedures and diagnoses
2. Enter the charges for procedures and/or services performed and total the charges
3. Post all charges to the patient record either manually or through the computer
4. Collect payment from patient
5. Post any payment to the patient's account
6. Develop the insurance claim
7. Note the completion of the claim form on the patient's ledger/ account
8. Affix any required attachments to the claim, such as copies of operative reports, pathology reports, and copies of written authorizations.
9. The provider signs the claim form, if the claim is manually completed, or if special arrangements have been made with the insurance carrier the provider's name is typed or stamped.
10. File a copy of the claim form and copies of the attachment(s) in the practice's insurance files.
11. Record completed claims in the practice's insurance registry if the practice's procedure manual requires this step.
12. Mail the claim(s) to the insurance company.