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Use this task to update a patient/person record. In addition, use t= he Update Person page to view address history fo= r the patient.
The update person configuration includes information on the followi= ng tabs:
Step | Instructi= ons |
= Additional Information |
---|---|---|
1 | From the Act: [ID] / Patient List tab, sel= ect the patient to be updated. |
This activity can also be initiated from the following locations in Conn= ect:
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2 | Click Update. The Up= date Person window opens. Update the relevant informatio= n via the applicable steps below... |
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3 | Person Information Tab In the |
Last and =
First names are required for a person name, with the =
Middle and Suffix field being optional.
|
4 | Select the International Address checkbox, if applicable. |
|
5 | Enter of the street address for the pe= rson in the Address line 1 and line 2 fields, if appl= icable. | |
6 | Enter the zip= code for the person in the Zip Code field. |
If International Address is selected, the State =
strong>and Zip Code fields are replaced with
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7 | (Optional) Enter the name of the city for the person in the City field. |
The City field auto-populates based on the value entered f=
or the Zip Code field, but can =
be updated, if necessary.
|
8 | (Optional) Open the State drop = down list and select the state for the= person. |
The State field auto-populates based on the value ent=
ered for the Zip Code field, but can be updated, if n=
ecessary.
|
9 | Enter the business hours phone number for c= ontacting the person in the Day Phone field= . | |
10 | Enter the non-business hour's phone number&= nbsp;for contacting the person in the Evening Phone<= /strong> field. | |
11 | Enter the person's electronic mail address for t= he person in the Email field. | |
12 | In the Employer Information sec= tion, enter the name of the person's current employer in the Employ= er field. |
Employer information is optional and used for your record keeping. = |
13 | Enter of the street address for the pe= rson's employer in the Address line 1 and line 2= fields, if applicable. | |
14 | Enter the zip= code for the person's employer in the Zip Code = strong>field. | |
15 | (Optional) Enter the name of the city for the person's employer in the = City field. |
The City field auto-populates based on the value entered f=
or the Zip Code field, but can =
be updated, if necessary.
|
16 | (Optional) Open the State drop = down list and select the state for the= person's employer. |
The State field auto-populates based on the value ent=
ered for the Zip Code field, bu=
t can be updated, if necessary.
|
17 | Enter the phone number of the employer in the |
|
18 | Enter the facsimile number of the empl= oyer in the Fax and Ext.&nbs= p;fields, if applicable. | |
19 | In the Personal Information sec= tion, enter the person's SSN in the Social Security field.= | |
20 | Open the Gender drop down list = and select the person's gender. | |
21 | Open the Date of Birth drop dow= n and select the date from the calendar. |
The date can also be entered manually by typing the date with the following=
format: mm/dd/yyyy.
The date of birth is not required when creating a person. However, it is re=
quired for a person who is designated as the patient on a case. If the date=
of birth is missing on the person record of the patient, you cannot save t=
he case until the date of birth is entered.
|
22 | Open the Marital Status drop do= wn list and select the person's marital status. | |
23 | Open the Language drop down lis= t and select the person's spoken language. | |
24 | Open the Employment drop down l= ist and select the person's current employment status. | |
25 | Enter the person's current occupation in the |
|
26 | Enter any alert text for about the person in the= Patient Alert field. |
The alert message displays in a Message window when acc= essing the patient. |
27 | Insurance Tab Click the Insurance tab to edit the ins= urance details. |
|
28 | In the Active Insurance sect= ion, click Add. |
Refer to the Adding Ins= urance topic for the step-by-step guide for completing th= is activity. |
29 | Click Save to save and close th= e page. | |
30 | Address History Click the Address History tab. | |
31 | Review the historical address information. | |
32 | (Optional) To change the current address, select=
the address being changed to the currently active address and click |
Only one address can be active at a time. |
33 | Click Save to save changes and = close the Update Person page. |
Act: [ID] / External Collections Tab
Update Person / Person Information Tab
Update Person / Address History Tab
Applying Service Line Adjustments
Rebilling Claims with Fee Changes
Rebilling Claims without Fee Changes
Reversing Miscellaneous Adjustments
Reassigning Financial Responsibility= p>
Transferring Service Fee= Lines to Internal Collections
Transferring Service Fee= Lines to External Collections
Canceling Pre-Collections on Ser= vice Fee Lines
Su= spending Pre-Collections Eligibility Status on a Specific Service Fee Line<= /a>
Holding Statements on Specific= Service Fee Lines
Generating the Remit Detail Report
Printing the Account AR Activity
Not applicable for this topic