Patient Overview
Application Match-up
a.) Demographics b.) Referrals & Authorizations c.) Relationships
d.) Loge.) Patient Portal f.) Summary
______- An audit trail of every action that has been performed on a
patient's record can be viewed in this application. This application shows the date, time, action and operator who performed it.
______- In this application you can view and print a summary of the patient's information. Each patient summary includes their basic demographic and insurance information, pharmacies, attorneys, schools, and emergency contacts.
______- This application is where patient referrals and authorizations for
treatment are stored. Multiple referrals and authorizations for a patient
can be saved. Referrals can be out-going, as in the case of a primary care
office tracking to whom they refer patients to, or inbound, as in the case of a
specialist tracking from whom he is getting patient referrals.
______- This application allows you to activate or pre-register a patient for access to track and manage their personal health and account information via a secure portal.
______- In this application, patients are registered and added into the CareTracker system. Each patient's record contains basic identifying
information, i.e., full name, address, phone number, gender, Social Security
number, date of birth and health insurance information.
______- This application allows a practice's family members to be linked
together, as well as other family members who may serve as the patient's
emergency contact.
1)If you need to add an extra line for additional information which button would you use?
a)[…]
b)[]
c)[more]
d)[▼]
2)What is the function of the [] button?
a)Automatically adds in information
b)Automatically deletes information
c)It is used to search the data base for information
d)It is used to save information
3)In Patient Demographic Module, which are the suggested minimal fields:
a)Name, address, phone, Social Security number & gender
b)Name, gender, PCP, date of birth & referral
c)Name, address, date of birth, referring Dr., gender & Insurance Info.
d)First, last name, DOB and phone number
4)Using the ______button will automatically put in the punctuation and capitalize, while setting up a new patient profile.
a)[enter]
b)Right (clicking the mouse)
c)[tab]
d)[shift]
5)Under what circumstance are you required to add a patient’s employer information?
a)When they are the insurance subscriber
b)When it is a worker’s comp case
c)When they are employed by your office
d)When the referring physician requests it
6)Which button in the name bar would you use to get a pop-up window to register afirst time patient?
a)Info
b)Auth
c)Edit
d)New
7)The [Info] button will show all phone numbers listed for that patient.
a)True
b)False
8)Where do you set a patient’s emergency contact information?
c)Relationships
d)Info
e)Details
f)Other
9)You can look up a patient by using the ______icon or by typing patient information into the ______box.
a)Camera & Id
b)Patient & Name
c)Magnifying Glass & update
d)Magnifying Glass & Id
10)What is the suggested information to search an insurance company by?
a)Name
b)PO Box
c)Group number
d)Policy number
Revised September 20151