Incorrect FIN Association Resolution Luke Leavitt, Mgr. Revenue Cycle Informatics

Transcription

1 Incorrect FIN Association Resolution Luke Leavitt, Mgr. Revenue Cycle Informatics

2 Scheduling Book Set Up & Check In Preferences

3 Scheduling Book Settings It is important that ALL settings in the Scheduling Book are set up correctly so the tool provides the appropriate information and operates efficiently and accurately. Changes to settings are permanent and will not need to be reviewed after saving changes. It is the responsibility of the end user to ensure that their personal settings are aligned with the system standard. With scheduling book open Click View at the top of the menu bar Select Options in the drop down

4 Scheduling Book Settings Continued Appointment tab: Ensure Display person search encounter window is NOT checked, and Use best encounter filters is selected. Confirm tab: Ensure Always create new encounter when required is NOT checked. Check In tab: Ensure Always create new encounter when required is NOT checked. Click OK to save changes

5 Encounter Selection Window Settings Setting preferences for Encounter Selection Window Right click on the column header and select preferences Arrange columns to mimic display on right Click OK

6 Check In Window Settings Right Click on column header to display Preferences Click Preferences Arrange selected columns to mimic screen shot. Click OK to save

7 Workflow, Validation & Repair

8 FIN Creation and Association During the Schegistration or Check-in process a FIN will be associated to the Scheduled appointment. It is important care is used when deciding to use an existing FIN or create new. CAREFULLY review the encounter selection window for an existing FIN that Matches the Facility, Nurse Unit, Provider Name, and Reg/Time. If a discharge date is listed of the FIN NBR is missing, do not select the encounter. If encounter is found, highlight that encounter and click OK. FIN is now associated to the appointment If encounter is not found or a discharge date is listed, Add Encounter and complete the Quick Pre-Reg conversation

9 Rescheduling Workflow When rescheduling a visit with a correctly associated FIN select Yes in the Existing Encounter window. Continue with normal reschedule process. After completing reschedule, right click on the appointment (either in scheduling book or Scheduling Inquiry tool) to access the menu of options, select Person and Modify Encounter Prereg Create Visit Conversation launches Date and Time will automatically update to new appointment time. IF the conversation is NOT launched the date and time will NOT update and the FIN will often auto-discharge prior to the patient s visit. Manually update the provider if that has changed

10 Scheduling Book Check In Check-in is the final opportunity to confirm that the Visit has an appropriate FIN attached. Careful review of the General Tab of the Check In window. If errors are found, refer to the final slide for instructions on corrections. The following fields are the minimum which should be displayed on Check In screen, others may be added as need for office workflow. FIN Number- Field should be populated. If field is blank, appointment has no attached encounter or is attached to a FIN-less encounter. Person Name- Populated with patient name Enc Type- Should be populated with type appropriate for the location. Ex: In a PCP office, field should not indicate in-patient Nurse Unit- should be populated with department appropriate to scheduled location Arrive Date- Should be populated with the date of appointment Enc Status- Should always indicate Active Disch Date- Field should be empty. If a date is populated in this field, the appointment has been associated to a wrong encounter Admit Type- If this field is blank, a complete registration has not been done. Elective indicates a complete registration has been completed

11 Dissociating Incorrect FINs If the appointment is associated to the incorrect FIN, associate the appointment to the correct FIN. STEP 1: Reschedule the appointment in the Scheduling Appointment Book STEP 2: When prompted with the following message, click NO to break the association with the incorrect FIN STEP 3: With the appointment in the WIP, schedule the appointment for the original date/time STEP 4: Click Confirm STEP 5: Create a NEW FIN or attach appointment to the correct existing encounter/fin