Multipax provides a patient registration module that will allow you to enter all of the patient data necessary to set up an account and to accomplish all aspects of billing (patient medical histories are entered using the Patient Charts module). Data that can be entered using this module includes basic account information (name, address, phone number), dependent information for all dependents of the account holder, and insurance information.
To open the Patient Registration module:
5. Select an option from the Patient Registration menu of the Patient Billing window.
2. Click on the Insert Record button on the Multipax toolbar
3. Enter data in the following window header fields:
Required
Name
Address
City
State
Zip Code
Bill to Insurance: This field requires a Y/N response to indicate if insurance should be billed for services rendered to the account holder or his/her dependents. (Note: the default is yes).
Bill Mode: This field should include an F if family billing mode is to be used for this account or an I if individual billing is to be used for this account. (Note: the default is family billing)
Rebill to Self: This field requires a Y/N response to indicate if service charges that are not paid by insurance should be rebilled to the patient.
Optional
Home Telephone Number
Work Telephone Number
Remarks: This field allows you to enter brief text remarks about the account.
4. Click on the Save button on the Multipax toolbar.
5. Click on the Yes button in the confirmation dialogue box. This will automatically generate an account number for the new account and open the dependent information window.
6. Enter dependent data for the account holder in the first record in the window body. Data should be entered in the following fields:
Required
Relationship: This field should contain a number code indicating the relationship of the dependent to the account holder. Available codes include: 2 for spouse, 3 for child, and 4 for other dependent. (Note: the account holder will be assigned the number 1 for this field; this will be entered automatically and cannot be modified.)
First Name: This field will be entered automatically for the account holder.
Last Name: This field will be entered automatically for the account holder.
Sex
Date of Birth
Second Address: Enter Y if the account holder wishes to have dependent correspondence mailed to an address other than that of the account holder. (Note: the second address can be entered by clicking on the AddressÉ button at the top of the Dependent Information screen). (Note: A default value of N will be entered for the account holder.)
Print Comments: Enter Y if you wish to print comments on dependent claim forms and enter N if you do not wish to print these comments on the claim form. (Note: a default value of N will be entered for the account holder.)
Provider: (A default code will be entered for each dependent).
Optional
Middle Name
Social Security Number
Marital Status: This field should contain a letter code corresponding to the marital status fo the dependent. Available codes include S for single, M for married, D for divorced, and W for widowed.
Attending Doctor: (Note: a default code will be entered automatically for the account holder.)
Referring Doctor: (Note: a default code will be entered automatically for the account holder.)
7. Click on the Save button on the Multipax toolbar. (Note: Each time a dependent record is saved, Multipax automatically assigns a dependent number to the patient correpsonding to the dependent record. The dependent number is a serial number that is used as a code in other Multipax modules. The assigned dependent number cannot be changed.)
8. Click on the Yes button in the Add Another Record dialogue box and repeat steps 6 - 8 for each dependent you would like to add to the new account. Otherwise, click on the No button. This will open the insurance information window.
9. Enter insurance data in the first record in the window body. Data should be entered in the following fields:
Required
Insurance Code
Dependent Number
Policy Number: This field should contain the policy number corresponding to the policy issued by the selected insurance company for the selected dependent. Note: it is extremely important for accurate billing that care is taken to insure that the appropriate insurance company and policy number is entered for the selected account dependent.
Optional
Group Plan Number: The ID number of the group for dependent insurance coverage provided through a group plan (e.g., employer provided group insurance).
Co-payment Amount (Encounter Fee)
Expiration Date
Preference Number: This field should contain a unique serial number indicating the dependent's insurance billing preferences (if the patient is covered by more than one policy). The policy assigned preference number 1 will be the first to be billed for any services; billing or rebilling will thereafter follow the sequence of preferences. Multipax supports up to 9 levels of billing preference.
10. Click on the Save button on the Multipax toolbar.
11. Click on the Yes button in the Add Another Record dialogue box and repeat step 9 - 10, if you would like to add another insurance record to the new account. Otherwise, click on the the No button. (Note: be sure to create an insurance record for every insurance policy carried by every account dependent for the new account.)
12. When you have completed insurance data entry, exit from the insurance information window. This will return you to the original account information window which will display the data for the account you just created.