Patient Registration, Office Visit Steps, and EHR Workflows

Vocabulary terms and definitions covering patient registration, office visit steps, post-exam protocols, and electronic health record (EHR) procedures.

Check-in Process

The registration workflow completed in the ACCOUNT section under the SCHEDULING tab.

15-Minute Late Policy

The clinic rule specifying that a patient will not be seen if they arrive more than 15 min late for their appointment.

Insurance Subscriber

The person who "subscribes/pays" for the medical insurance.

ACCOUNT and INSURANCE Tabs

The tabs utilized within the system when insurance information needs to be edited.

Electronic Health Record (EHR)

A digital system used to update demographics, insurance, and medical history, which has eliminated errors due to illegible handwriting.

Electronic Check-In

A process completed by the patient prior to a visit to confirm demographics (name, DOB, PCP name, insurance, MRN), check insurance eligibility, and pay co-payments.

Post-Visit Coding Review

The event where medical coding staff review the codes assigned by the EHR, make necessary changes, and finalize the codes.

Electronic Claim Submission

The task performed by the billing department using codes and visit info to prepare and submit an electronic claim to health insurance for payment.

Special Alerts

Indicators displayed on the provider EHR screen to signal abnormal results when electronic lab or radiology reports arrive.

Post Exam Phase

The stage of the visit where test orders and prescriptions are transmitted electronically, and the front desk medical assistant checks billing for additional payments and schedules follow-up visits.

Follow-Up Appointment

A subsequent visit requiring verification of the patient's medical provider, typically scheduled for test results, a bp check, or a med check.

NOTES Tab

The section in the system where a log of the patient call can be found when rescheduling an appointment.