In addition to required information that is typically maintained in Patient Enrollment, several key features within PracticeWizard® enrollment provide flexibility for different types of patients.

Head of Household

When enrolling patients a "head of household" may be established for a related group of patients. This permits charges and payments for each patient to be maintained separately yet combined for statement processing.

Multiple Incidents

Static patient information (i.e. name, address, etc.) is entered once and shared among multiple patient "incidents." An "incident" involves a particular case or accident where the financial responsibility resides with different individuals. For example, an existing patient who becomes involved with a worker’s compensation claim may be enrolled with two different incidents. This enables financial data to be recorded and tracked in accordance with the responsible parties.

Insurance Plans

Multiple insurance plans may be entered and maintained within each individual incident. One "primary" plan is established for each incident while any number of "secondary" plans may be established. Of course, plan deductibles and capitation amounts may be individualized for each plan. The patient and insurance portion of every charge may be calculated based on percentages (i.e. 80/20) as well as co-pay and cover-pay amounts. The co-pays may be procedure or visit based.

Plan percentages and rules may be established for each carrier, HMO, or PPO so that resulting rule changes may be cascaded to the applicable patient records. This feature greatly enhances the maintainability of the patient enrollment records.

Patient Messaging

General messages may be maintained for each patient as well as patient specific statement messages. The general messages are available any time the patient information is accessed. This serves as a convenient means of communication between staff concerning patient accounts. Patient specific statement messages provide a means for the billing staff to communicate to the patient via the next patient statement.

Referrals

Patient referral sources may be recorded during patient enrollment and maintenance. Typically these referral sources reference other patients, doctors, attorneys, or marketing origins (i.e. yellow pages). These referral sources are available for mail merge activity for "thank you" or "follow up" letters via the Datamate module.

Enrollment Defaults

Predetermined values for enrollment fields may be established by individual financial class. This feature allows the office manager to control pertinent fields for particular types of patients based on the carrier, PPO, or HMO to which they belong. The administrator of this function may also control whether or not the individual operator may change the value at run-time. This type of control ensures persistent enrollment accuracy.

Carrier Enrollment

The system is installed with thousands of pre-loaded insurance carrier records. When enrolling patients, the applicable carrier may be selected from the pre-loaded carrier database or a new carrier may be established. Plan "rules" and pending calculations may be established for any or all of the enrolled carriers. This information is automatically "rolled" into the plan for the patient at carrier selection time of patient enrollment. As previously mentioned, as the plan percentages and rules are changed, those changes may be cascaded to the applicable patient records.