{"id":705,"date":"2021-01-13T22:10:08","date_gmt":"2021-01-13T22:10:08","guid":{"rendered":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/?p=705"},"modified":"2021-01-13T22:37:18","modified_gmt":"2021-01-13T22:37:18","slug":"medisoft-25-eligibility","status":"publish","type":"post","link":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/medisoft-25-eligibility\/","title":{"rendered":"Eligibility Patient Demographic Query &#038; Update"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">In Medisoft Version 25 you can now complete a new or existing patient\u2019s demographic and case information as part of an eligibility check in Medisoft or Office Hours. Once basic information for the patient has been  entered into Medisoft or Office Hours, performing an eligibility check will populate patient data into  the existing Pending Patients feature. Then, you can update and import that information into the patient\u2019s record.<br><br><strong> Eligibility information<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>When an eligibility request is sent, it will use the current system date, just as it does for the existing eligibility feature (F10).<\/li><li>The patient\u2019s insurance carrier may or may not send complete demographic information back with the Eligibility Request. Each payer is different.<\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">As part of this feature, several updates have been made in Medisoft.<\/p>\n\n\n\n<figure class=\"wp-block-embed-vimeo wp-block-embed is-type-video is-provider-vimeo wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<div class=\"ast-oembed-container\" style=\"height: 100%;\"><iframe loading=\"lazy\" src=\"https:\/\/player.vimeo.com\/video\/460646982?dnt=1&amp;app_id=122963\" width=\"500\" height=\"281\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture; clipboard-write; encrypted-media; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\"><\/iframe><\/div>\n<\/div><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Updated Patient List screen<\/strong><br> There is a new button on the Patient List screen: New Patient Quick Add\/Query.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"933\" height=\"299\" src=\"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2021\/01\/image.png\" alt=\"\" class=\"wp-image-710\" srcset=\"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2021\/01\/image.png 933w, https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2021\/01\/image-300x96.png 300w, https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2021\/01\/image-768x246.png 768w\" sizes=\"auto, (max-width: 933px) 100vw, 933px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"> In addition, there is a new right-click option on a selected case: Patient Demographic Query.  Selecting this option will initiate an eligibility request and then Pending Patient. You can also initiate  the eligibility request by selecting the case and pressing Ctrl + F12 on your keyboard.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"557\" height=\"292\" src=\"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2021\/01\/image-1.png\" alt=\"\" class=\"wp-image-711\" srcset=\"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2021\/01\/image-1.png 557w, https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2021\/01\/image-1-300x157.png 300w\" sizes=\"auto, (max-width: 557px) 100vw, 557px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Updated New Appointment Entry screen<\/strong><br>There is a new right-click option on the Chart field of the New Appointment Entry screen in Office Hours.<br><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"481\" height=\"461\" src=\"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2021\/01\/image-9.png\" alt=\"\" class=\"wp-image-721\" srcset=\"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2021\/01\/image-9.png 481w, https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2021\/01\/image-9-300x288.png 300w\" sizes=\"auto, (max-width: 481px) 100vw, 481px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><br><strong>Updated Appointment screen<\/strong><br>There is a new option on the right-click menu for the Appointment screen: Patient Demo Quick Query. Select this option to conduct an eligibility request that will return patient data that you can use to update an existing patient\u2019s record using Pending Patients.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"833\" height=\"531\" src=\"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2021\/01\/image-3.png\" alt=\"\" class=\"wp-image-713\" srcset=\"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2021\/01\/image-3.png 833w, https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2021\/01\/image-3-300x191.png 300w, https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2021\/01\/image-3-768x490.png 768w\" sizes=\"auto, (max-width: 833px) 100vw, 833px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>New Save &amp; Query button<\/strong><br>There is a new Save &amp; Query button. Use this button to save an appointment and initiate an eligibility request and then launch Pending Patients to update demographics.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"479\" height=\"462\" src=\"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2021\/01\/image-4.png\" alt=\"\" class=\"wp-image-714\" srcset=\"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2021\/01\/image-4.png 479w, https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2021\/01\/image-4-300x289.png 300w\" sizes=\"auto, (max-width: 479px) 100vw, 479px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>New Patient\/Quick Add Screen<\/strong><br>This screen is opened when you click the New Patient\/Quick Add\/Query on the Patient List screen in Medisoft or the New Patient Quick Add\/Query right-click link on the Chart field of New Appointment Entry in Office hours.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"479\" height=\"432\" src=\"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2021\/01\/image-5.png\" alt=\"\" class=\"wp-image-715\" srcset=\"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2021\/01\/image-5.png 479w, https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2021\/01\/image-5-300x271.png 300w\" sizes=\"auto, (max-width: 479px) 100vw, 479px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Pending Patients in Office Hours<\/strong><br>Pending Patients will now launch in Office Hours after performing a Save and Query or a Patient Demo Quick Query. This screen will open when an eligibility request is complete and patient data has been returned from the eligibility check.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"550\" height=\"562\" src=\"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2021\/01\/image-6.png\" alt=\"\" class=\"wp-image-716\" srcset=\"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2021\/01\/image-6.png 550w, https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2021\/01\/image-6-294x300.png 294w\" sizes=\"auto, (max-width: 550px) 100vw, 550px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Existing patient information appears in the left-hand column and information from the eligibility check appears in the right-hand column. Select the fields in the right-hand column that need to update the patient\u2019s record. You can use the Check All check box at the bottom to select all of the fields. Then, click Save to make the changes to the patient\u2019s record.<br> <br>Note: The Case Default field on the Data Entry tab in Program Options determines which Case is defaulted (lower right). You can select a different case or create a new case as needed. If your Program Option is set to Last Used, there will be no default for a patient\/case created using the New Patient Quick Add.<br> <br><strong>Eligibility check for new patient<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\"><li>Select Lists &gt; Patients\/Guarantors and Cases. The Patient List screen opens.<\/li><li>Perform a search to verify that the individual is not listed as a patient.<\/li><li>Click the New Patient\/Quick Add\/Query button. The New Patient\/Quick Add screen opens.<\/li><li>Complete the fields on this screen for the patient.<\/li><li>Click the Save button.<\/li><li>The system performs an eligibility check and the Eligibility Verification Results screen opens.<\/li><li>When you close the screen, the Pending Patient screen opens.<\/li><li>Verify the updated data and select the check boxes for the fields that will update the patient\u2019s<br> record.<\/li><li>Click<\/li><\/ol>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"473\" height=\"433\" src=\"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2021\/01\/image-8.png\" alt=\"\" class=\"wp-image-718\" srcset=\"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2021\/01\/image-8.png 473w, https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2021\/01\/image-8-300x275.png 300w\" sizes=\"auto, (max-width: 473px) 100vw, 473px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Eligibility check for existing patient<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\"><li>Select Lists &gt; Patients\/Guarantors and Cases. The Patient List screen opens.<\/li><li>Select the patient and then the associated case.<\/li><li>Right-click the case and select Patient Demographic Query from the menu.<\/li><li>The eligibility check is performed and the Eligibility Verification Results screen opens.<\/li><li>When you close the screen, the Pending Patient screen opens.<\/li><li>Verify the updated data and select the check boxes for the fields that will update the patient\u2019s<br> record.<\/li><li>Click the Save button.<\/li><\/ol>\n\n\n\n<p class=\"wp-block-paragraph\"><strong> Eligibility check for new patient in Office Hours<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\"><li>On the Activities menu, select Appointment Book. Office Hours opens.<\/li><li>On an empty appointment slot, right-click and select New Appointment. The New Appointment screen opens.<\/li><li>In the Chart field, right-click and select New Patient Quick Add\/Query. The New Patient Quick Add screen opens.<\/li><li>Complete the fields on the screen for the patient.<\/li><li>Click the Save button. You are returned to the New Appointment screen with the new patient chart populated and some of the fields are completed.<\/li><li>Complete the appointment details.<\/li><li>Click the Save &amp; Query button. The eligibility check is completed and displays the results.<\/li><li>Close the Eligibility Verification Results screen. The Pending Patients screen opens.<\/li><li>Select the information in this screen that you want to transfer to the patient\u2019s record.<\/li><li>Click the Save button.<\/li><\/ol>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Eligibility check for existing patient in Office Hours<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\"><li>In Medisoft, select Activities &gt; Appointment Book. Office Hours opens.<\/li><li>Right-click on an appointment slot and select Patient Demo\/Quick Query.<\/li><li>The eligibility check runs.<\/li><li>Close the Eligibility Verification Results screen. The Pending Patients screen opens.<\/li><li>Select the data that you want to update the patient\u2019s record.<\/li><li>Click the Save button.<\/li><\/ol>\n","protected":false},"excerpt":{"rendered":"<p>In Medisoft Version 25 you can now complete a new or existing patient\u2019s demographic and case information as part of an eligibility check in Medisoft or Office Hours. Once basic information for the patient has been entered into Medisoft or Office Hours, performing an eligibility check will populate patient data into the existing Pending Patients &hellip;<\/p>\n<p class=\"read-more\"> <a class=\"\" href=\"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/medisoft-25-eligibility\/\"> <span class=\"screen-reader-text\">Eligibility Patient Demographic Query &#038; Update<\/span> Read More &raquo;<\/a><\/p>\n","protected":false},"author":1,"featured_media":706,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","footnotes":""},"categories":[10],"tags":[],"class_list":["post-705","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-medisoft-23"],"_links":{"self":[{"href":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-json\/wp\/v2\/posts\/705","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-json\/wp\/v2\/comments?post=705"}],"version-history":[{"count":0,"href":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-json\/wp\/v2\/posts\/705\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-json\/wp\/v2\/media\/706"}],"wp:attachment":[{"href":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-json\/wp\/v2\/media?parent=705"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-json\/wp\/v2\/categories?post=705"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-json\/wp\/v2\/tags?post=705"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}