When scheduling a patient for their first visit to your
practice, you should advise them of what they need to bring to help ensure a
smooth registration process and to assist your physician in making that first
visit as thorough as possible.
Follow this check list as a guide:
- Picture identification and current insurance card(s)
Hint: Once
provided with this information, you need to verify insurance coverage and
benefits. This is the optimum time to
collect copayments from the patient.
- Contact information for emergency contact and/or healthcare surrogate
Hint: Make sure
the patient indicates the name(s) of any authorized persons on your HIPAA
notification form.
- Contact information for all current healthcare providers
Hint: Please
have the patient add to the HIPAA form, the names of any physicians they would
like your physician to communicate with or share their medical records.
- Copies of any applicable medical records and recent diagnostic testing results
Hint: If you are handed records that are
the patient’s only copy, make your own copy and return the “originals” to the
patient. They may need them for another
provider. X-rays or radiology “films”
stored on computer discs, should be logged in the patient’s record if they are
left behind after the visit.
- Complete list of current medications, both prescription and over the counter.
Hint: Adding the pharmacy name and
phone/fax number into the patient chart facilitates issuing any required prescriptions.
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