Updating the Patient Register after your Conversion

Version 14.19
Path: Smart Toolbar > Register button

Overview

Once information has been updated on the Contacts and Insurance tabs of the Patient Register, OP 14 will be able to correctly determine VFC eligibility, and insurance validation and claim transmission will be enabled. 

Fields to Complete on the Contacts Tab

  1. Role/Reason
  2. Authority
  3. Portal 
  • Minor: for contacts who will have portal access for patients until the patient is 18 years of age
  • Full: for contacts who will have access for patients who are over 18 years of age
  • None: for contacts who will not have portal access
  1. Date of Birth
  2. Home email
  3. Preferred Contact Methods (only needed for 1 contact)
NoteAny additional contacts who are either financial guarantor or insurance subscriber need to be entered on the Contact Tab prior to completing insurance information.

Fields to Complete on the Insurance Tab

  1. Financial Guarantor and Statement Method
  2. Patient Relationship to guarantor 
  3. Insurance Carrier: Click on the Shield icon and select the insurance from the list. Post Conversion, all patients will typically have 'UNK' (Unknown) listed as their insurance carrier. You must choose the correct payer prior to attempting to validate the patient's insurance.
  4. Copay: Will be auto-populated upon insurance validation.
  5. Ranking: Click in the field and select P (Primary) or S (Secondary). If you select the wrong ranking click on the “C” to clear and then select the correct ranking.

Version 14.10
Path: Smart Toolbar > Register button

Overview

Once information has been updated on the Contacts and Insurance tabs of the Patient Register, OP 14 will be able to correctly determine VFC eligibility, and insurance validation and claim transmission will be enabled. 

Fields to Complete on the Contacts Tab

  1. Role/Reason
  2. Authority
  3. Portal 
  • Minor: for contacts who will have portal access for patients until the patient is 18 years of age
  • Full: for contacts who will have access for patients who are over 18 years of age
  • None: for contacts who will not have portal access
  1. Date of Birth
  2. Home email
  3. Preferred Contact Methods (only needed for 1 contact)
NoteAny additional contacts who are either financial guarantor or insurance subscriber need to be entered on the Contact Tab prior to completing insurance information.

Fields to Complete on the Insurance Tab

  1. Financial Guarantor and Statement Method
  2. Patient Relationship to guarantor 
  3. Insurance Carrier: Click on the Shield icon and select the insurance from the list. Post Conversion, all patients will typically have 'UNK' (Unknown) listed as their insurance carrier. You must choose the correct payer prior to attempting to validate the patient's insurance.
  4. Copay: Will be auto-populated upon insurance validation.
  5. Ranking: Click in the field and select P (Primary) or S (Secondary). If you select the wrong ranking click on the “C” to clear and then select the correct ranking.