Patient Registration

							                                                Training
                                     University of Kentucky
                                      College of Dentistry

                             Patient Registration
                                   Module
Patient Registration – Version 2.3
                                     Welcome
         Why AxiUm? (from Overview)
         Trainers: JoAnn Lowery, Lori Bruelheide, Glena Jarboe,
          Rebecca Napier, and Susan Lundin)
         Training includes registering patients, updating addresses,
          locating patients in system plus “AxiUm Extras”
         Class Time: 1.5 hours (There will not be a break)
         All slides are duplicated in notebook with notes.
         Since there is so much information, please do not log on to
          system until instructed to do so. You will be given samples
          to complete at the end of our training demonstration.



Patient Registration – Version 2.3
                              Patient Registration
                       Choose Rolodex icon from the Desktop or Scheduler Book view




                                                                 Rolodex
                                                                  Icon
Patient Registration – Version 2.3
                            Patient Registration
                                                                                 Enter search
                                        Search for an Existing Patient Record     info here-
                                                                                    (TIP-- if
                                                                                 searching by
                                                                                  name, only
                                                                                  enter a few
                                                                                 characters of
                                                                                  last name,
                                                                                   and a few
                                                                                 characters of
                                                                                      first)




                                                                                 Click this grey
                                                                                 button to begin
                                                                                     search




Patient Registration – Version 2.3
                                Patient Registration
         Access the Patient Card                                  This is the Patient
                                                                      Card button

   Note: Patient must be selected to
   the Active List before proceeding




   Double-clicking the name will move
      the patient to the Active List




                                         This is the Active List
Patient Registration – Version 2.3
                            Patient Registration
                                        Confirm the Existing Data



  Confirm
  this data                                                           Check the
   with the                                                          attachments
   patient




                                                                     Save before
                                                                     closing this
                                                                       screen
   Be sure to review
   the information in
     all of the tabs

Patient Registration – Version 2.3
                            Patient Registration
                                        Check the Birth-date




                                                                If the birth-date
                                                                 is 01/01/1900,
                                                                     obtain a
                                                                corrected birth-
                                                                  date from the
                                                                     patient




Patient Registration – Version 2.3
                                Patient Registration
                         Review/Change Suppress Codes on the Account as necessary


                                                                              This is the
                                                                              Safe icon




                                     A checkmark in this box indicates that
                                     the patient does receive a statement
Patient Registration – Version 2.3
                                Patient Registration
                                                  Adding a New Record
                                     If record cannot be located, create a New Patient




         Add New
           icon




Patient Registration – Version 2.3
                            Patient Registration
                                                 Personal Tab
                                     Enter minimum of Last, First, Phone & SSN


                                                                                 Be sure to
                                                                                 Save this
                                                                                  screen
                                                                                  before
                                                                                  closing


   Notice only
 three tabs are
 available until
  the record is
     saved




Patient Registration – Version 2.3
                                     Patient Registration
                                            Responsible Party Tab
                                         Enter Guarantor Demographics
                                                                                      This box
                                                                                     should be
                                                                                     checked if
                                                                                         the
    This is the                                                                     Responsible
    Light Bulb                                                                      Party has an
     icon. It                                                                        Insurance
    clears the                                                                         Policy
      screen



                                                                              This box should be
                                                                               checked for the
                                                                                 second adult
 This is the                                                                  Responsible Party
 Add button.
Use it to save
  a record                                      Click Create New Form, then
                                                       Choose a Form
Patient Registration – Version 2.3
                            Patient Registration
                                                       Insurance Tab
                                     Enter Plan Information from Patient’s Insurance Card




If the patient has
  Insurance, the
                                                                                        Use this button
Subscriber field
                                                                                      to view available
     must be                                                                           insurance plans
    completed.




Patient Registration – Version 2.3
ENTERING FORMS

        OPTION 1: Click on
        attachments to open
               forms


                              OPTION 2: Click
                              on binder clip to
                                   open
                               attachments
                            Patient Registration
                                                HIPAA Form
                                     Complete form and hit “Enter” to Save




                                                                              Click on text
                                                                               to display
                                                                             answer boxes




Patient Registration – Version 2.3
                            Patient Registration
                                             Purge Information
                         Existing Forms are Viewed by Clicking the Name of the Form




                                        If the patient has a
                                        Purge record, that
                                            information is
                                        available in Forms
Patient Registration – Version 2.3
ACCOUNT HISTORY

           Total Due




Account
 history
MESSAGES FROM QSI

      Contact notes
MESSAGES CONTINUED
TEXT MESSAGES

        Transactions
            tab        Notes Tab




                                     Text
                                   Messages
Refund requests (paperless)
                              OPTION 1: Click on
                              attachments to open
                                     forms




                                      Option 2:
                                       Click on
                                     attachments
                                       to open
                                        forms
                                     Thank You

             Use the handouts in the Notebook as reminders.
              CDs of this information are available upon request.
             Contact your supervisor or a member of the
              Implementation Team, if you need help.




Patient Registration – Version 2.3