Module 2: Patient Information Management
Data Collection and Verification
Accurate patient information is critical for proper care delivery and billing. This module covers the essential processes for collecting, verifying, and managing patient information at Advantage Healthcare Systems.
Learning Objectives
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Master MedHiWa and eClinical data entry
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Learn proper verification of patient demographics
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Understand insurance information collection and verification
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Develop skills for document management
Manual Updates in MedHiWa
Manual updates in MedHiWa should be performed daily, ideally in real time or by the end of each shift. These updates are critical for maintaining accurate patient records.
Information to Verify:
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Patient demographics
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Insurance information
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Appointment status (scheduled, rescheduled, or canceled)
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Relevant documents (e.g., referrals, ID, intake forms)
Steps to Update:
Open Patient Chart
Access MedHiWa or eClinical
Open the patient chart in the appropriate system to begin the update process.
Navigate to Appropriate Section
Find the correct area to update
Go to the appropriate section (e.g., "Patient Info," "Insurance," or "Documents").
Edit Information
Make necessary changes
Edit or upload information as needed, ensuring all details are accurate.
Verify and Save
Confirm accuracy
Double-check all information for accuracy before saving changes.
Minimum Outcome Standards:
- Verify patient's first and last name, insurance, and phone number
- Confirm ID and insurance upon arrival
High Performance Expectations:
- Double-verification of data input in eClinical and MedHiWa
- Use of calendar alerts or tags to reduce appointment errors
Interactive Practice: Patient Information Verification
Scenario: Verifying Patient Information
A patient arrives for their appointment. You need to verify their information. What should you check?
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Great job! You've correctly identified the essential information to verify.
Required Verification Items:
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First and Last Namecheck_circle
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Insurance Informationcheck_circle
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Photo IDcheck_circle
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Phone Numbercheck_circle
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Appointment Detailscheck_circle
Knowledge Check
Test your understanding of Patient Information Management:
1. How often should manual updates be performed in MedHiWa?
2. What is a high-performance expectation for data management?
3. What should you do after editing patient information?
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Perfect Score: 3/3!
Excellent work! You've mastered the Patient Information Management module.
Correct Answers:
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1. Daily, ideally in real time or by end of shiftcheck_circle
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2. Double-verification of data in eClinical and MedHiWacheck_circle
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3. Verify accuracy and save changescheck_circle