MUNSON HEALTHCARE Revenue Cycle Ambulatory Instructions

MUNSON HEALTHCARE Revenue Cycle Ambulatory

Product Information

Specifications

• Product Name: Patient Check-In System
• Manufacturer: Cerner
• Release Date: April 5, 2024
• Educational Version: JAS (A)

Product Usage Instructions

For Clinical and Clerical Staff

1. Patient Check-In Process:
   • Locate the patient on the Patient Tracking screen.
   • Set the patient’s status to Arrived to initiate the check-in process.
2. Modify Patient Information:
   • Verify or update patient demographic information by moving through the tabs in the Modify Patient: Modify Full Registration conversation.
   • Click Save and Continue once the information is updated.
3. Modify Encounter Information:
   • Verify or update encounter-specific details within the Modify Encounter conversation.
   • Click Save and Close to finalize the modifications.
4. Add Images:
   • Scan driver’s license and insurance card(s) as needed by following the scanning process on the Add Images screen.
5. Apply Self-Pay Remittance:
   • Complete required fields for cash or check payments within the Apply Self-Pay Remittance screen.
   • Click Submit once the payment details are entered.
6. Finalize Check-In:
   • Set the status to Check In on the Patient Tracking screen to complete the check-in process.

For Tonic e-Registration

1. Patient Check-In Process:
   • The patient checks in using a QR code or iPad at the clinic.
   • Return the iPad to the front desk once e-Registration is completed.
2. Update Insurance Information:
   • Follow the Patient Answer Verification process to update insurance details if necessary.
   • Open the patient’s appointment details on the Patient Tracking screen and review/update as needed.
3. Insurance Information Update:
   • If new insurance information is provided, update it under the insurance tab for both person and encounter levels.
4. Finalize Check-In:
   • Set the status to Check In on the Patient Tracking screen to complete the process.

Frequently Asked Questions (FAQ)

• Q: How do I handle patient payments?
  A: Follow the steps outlined in the Apply Self-Pay Remittance section to process cash or check payments.

• Q: What if a patient provides new insurance information?
  A: Click on the patient’s name on the Patient Tracking screen, open the chart, and update the insurance detailsunder the insurance tab for both person and encounter levels.

Manual Patient Check In

1. From the Patient Tracking screen:

   • Locate patient.
   • Set status to Arrived to launch the check-in conversation.

2. Move left to right through the tabs to verify or update patient demographic information within Modify Patient: Modify Full Registration conversation.

3. Click Save and Continue. Note: For additional details on the registration process and individual screens, please see the Clinical EHR Education website.
   

4. Move left to right through the tabs and verify or update encounter specific information within the Modify Encounter conversation.

5. Click Save and Close.

6. Within the Add Images screen:

   • Click Add to Person, then follow the scanning process to scan driver’s license and insurance card(s) as needed.

7. Within the Apply Self-Pay Remittance screen (for cash or check payments only):

   • Complete Remittance and Payment Alias fields.
   • Click the Add button within the Apply To box.
   • Complete Amount Tendered and Method of Payment fields.
   • Click the Add button within the Collect Money box.
   • Click Submit when complete.
   • If no copay, not collecting, or if the patient is paying with credit card, click Cancel.

8. From the Patient Tracking screen, set the status to Check In. This will update the Arrived status to Ready in both Revenue Cycle and PowerChart.

Tonic e-Registration Patient Check In

1. The patient will check in at the clinic using either the QR code or the iPad.

2. Once e-Registration is complete, the patient will return the iPad to the front desk.

3. Staff will see the patient’s status has automatically updated to Arrived in Revenue Cycle.

4. Follow the Patient Answer Verification process to update insurance information if needed (see Tonic Manual for more details).

5. Open the patient’s appointment details on the
   Patient Tracking screen by clicking in the space next to the time or by clicking Show.

6. Click on items with a red x to review and update.

   • Click Eligibility to open the encounter. Submit insurance eligibility if needed, then click Save.
     This must be completed for the encounter to have a confidentiality level assigned.

7. From the Patient Tracking screen, set the status to Check In. This will update the Arrived status to Ready in both Revenue Cycle and PowerChart.
   NOTE : If the patient enters new insurance information into Tonic, click on the patient’s name on the Patient Tracking screen to open the chart and enter the new information under the insurance tab. Insurance must be linked at both the person and encounter levels.

Clinical EHR Education, April 5, 2024, JAS (A)

Documents / Resources

| MUNSON HEALTHCARE Revenue Cycle Ambulatory [pdf] Instructions
Revenue Cycle Ambulatory, Cycle Ambulatory, Ambulatory
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