View Patient Tracking - Account

You use the View Patient Tracking - Account function to display all patient tracking records for an account. Tracking records are displayed in follow-up date order for each department and third party. These tracking records will be displayed regardless of whether the tracking record is currently on a worklist or waiting for a follow-up date.

The View Patient Tracking - Account function allows an employee access to a tracking record even when the record is not on that employee’s worklist. For example, if an employee handles a telephone call from a patient or insurance company and the patient tracking record is not on his worklist, the function allows that employee to record any activity or notes on the account, as well as complete any missing data elements for the account.

The function can assist a biller or accounting supervisor in determining what is holding up an account.

To view patient tracking by account number:

1. Select View Patient Tracking - Account from the Account/Patient Tracking menu.

2. Enter the account number of the account to be affected. Press Enter or click OK for a display of tracked patient records for the account.

To record an activity:

1. Select the appropriate patient record. Press Enter or click OK.

2. The View Patient Tracking - Account/Activity screen displays.

3. Enter the activity code which best describes the action that has occurred or that should take place.

4. Press Enter or click OK for a display of the default days to follow-up that are associated with the activity code. The numeric value in the Days to Follow-Up field can be overridden.

5. Enter any additional notes regarding the activity in the Second Line of Notes field. These notes are posted for viewing in the View Account Notes function.

6. Check that the information is correct and press Enter or click OK.

To complete any missing data elements:

1. From the View Patient Tracking - Account screen, highlight the appropriate patient tracking record, then select the Missing Elements by Account function from the Account/Patient Tracking menu.

   OR

   From the View Patient Tracking - Account screen, select the appropriate patient tracking record, press Enter or click OK. Select Missing Elements by Account from the Activity screen.

2. The Missing Elements by Account screen displays a listing of missing data elements for the specified account.

3. If you enter a valid code in the Indicator field, the associated data element will be removed from the missing elements worklist after completion of the function. Valid codes are:

   Y - Yes

   Data elemtent is complete or correct.  Enter the apropriate data in the Value field which will update or complete the data element.

   N - No

   Data element is not complete or correct. If you wish the data corrected, use the appropriate PiMS function to update the data element. Entering an N signifies that the a bill hold is released even though the data element is incomplete.

   D -  Delete

   Data element does not apply but removes the completion element from the worklist.

4. Check that the information is correct and press Enter or click OK.