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09/26/2023

CPS Noting

Account Number
-from the billing statement that the patient receives
-also known as GPI
-if no account number, then First & Last Name, and DOB
-every call is documented

IDX
-physician tool
-doctor's charges

SMS
-facility charges
-tools used in rendering the service to the patient

One Source/Passport
-payment history
-billing statement
-to pull up an account: financial services -> patient search
-automated
-Patient Name/Patient ID/Gateway Payment ID/Last 4 digits of credit card

Visit Pay
-online banking access
(3 accounts)
guest user
-pays online

offline user
-pays online
-check payment arrangements

online/active user
-can access all of their medical information

******************************************************************************************************
A. IDX
-one MRN for each patient for their whole lives
-how to pull up account:
1
copy and paste MRN
paste to IDX and put a dot before MRN
click the three dots

invoice number
IDX invoice = 8 digits
SMS invoice = 9-10 digits

2
MRN SMS
copy and paste MRN
paste to IDX and type ASM before MRN
click the three dots

3
use IDX invoice number
type the letter "I" before the invoice number

-can view demographics of the patient
-can view insurance details
-patient history to view previous documentations





B. SMS
-demand follow-up to pull up patient record:
1
patient number A.K.A. invoice number (9-10 digits)
2
medical record number/MRN SMS
-if it didn't work, click F1
-if it still didn't work, then record doesn't contain info of facility charges
-go back using Esc
-PTIQ/Patient Inquiry

F1 = doctor info
F3 = patient & insurance info
F5 = info of the service
F10 = to put comments
F11 = discounts
Shift + F2 = to go back





C. Papers
-to pull up EOBs and receipts from the insurance
-batch inquiry
-either SMS or IDX invoice number; copy and paste to "account & facility number"
-if error/no records found, then paste to "invoice number"
-can also use claim number





D. Knowledge Base
-if you want to check info of accounts





E. Cisco Finesse





     
 
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