MEDICAL OFFICE WORKFLOW

1. MEDICAL OFFICE WORKFLOW CHAPTER 2

2. Gain brief understanding of medical office workflow systems and their complications • Learn about the categories of medical office workflow and their major processes • Develop a familiarity with MedTrak’s rules-based methodology for medical office workflow OBJECTIVES

3. Medical office workflow systems • Revenue cycle management • Clinical staff collaboration • Improving communications • Automating paperwork • Medical processes • Detailed clinical step • Presenting problems • Patient tracking • Rules-based • Specialized dashboards • Screen sequences • Clinical objects • Evidence based KEY CONCEPTS

4. Medical office workflow systems: • Lower costs • Increase quality of care at every level • Increase efficiency • Reduce patient throughput time • Integrate rules-based problem solving with evidence-based actions • Focus on supporting clinical staff • Improves collaboration • Improves communications • Automates paperwork • Integrates rules-based problem solving INTRODUCTION

5. Medical office workflow system • Enables the clinicians to always complete every step in patient’s care • Ensuring patient’s care always meets clinic standards • Enables the clinical staff to determine next step in clinical process • Reduces stress level by providing up-to-the-second tracking information for each patient in the facility MEDTRAK

6. Physician-direct responsibility for patient care • Nursing staff-support physician by carrying out their orders • Front desk personnel-schedule, register, collect payments • Administrative staff-monitor patient charts & outside communications • Billing staff-prepare, send out bills and record payments MEDICAL DISCIPLINES HIERARCHICAL STRUCTURE

7. Schedule and Appointment • Register a patient • Treat a Patient • Patient Intake • Initial contact-Physician • Open orders processing • Additional orders MEDICAL OFFICE WORKFLOW CATEGORIES

8. Referrals-Physician • Diagnosing-Physician • History and exam-Physician • Prescribing-Physician • Aftercare instructions-Physician • Evaluation and management-Physician • Patient discharge • Payment collection • Incomplete charting • Bill for the encounter • Payment posting and collections MEDICAL OFFICE WORKFLOW CONTINUED

9. Steps for effective clinical workflow: • 1. Specialized Dashboards that model clinical workflow • 2. Screen Sequences automatically guide users through data capture • 3. Functionality attached to clinical objects to complete their characteristics • 4. Orders that trigger sequences of questions which enable evidence-based actions RULES-BASED METHODOLOGY

10. Clinic status screen • Incomplete visit screens-pending chart completion • Unbilled charges dashboard • Accounts receivable dashboard • Referrals dashboard • Surgeries needing authorization dashboard SPECIALIZED DASHBOARDS

11. Scheduling appointments • Registration processing for private pay-group health • Registration processing for workers’ compensation and employee health • Payment processing SCREEN SEQUENCES

12. Attaching payers with subscriber information to patients • Attaching workers’ compensation insurance to companies • Attaching initial injury drug screens and physical examinations to companies • Building specific care rules for a patient • Rates assigned by billing codes to specific procedures FUNCTIONALITY

13. Imaging orders (x-rays, MRIs CT scans) • Laboratory orders(drug screens, blood tests) • Ancillary orders(hearing, eye, pulmonary function tests) • Treatments for injuries(surface traumas, orthopedics • Treatments for systems(HEENT, cardiology, dermatology) • Follow-up treatments)dressing changes, suture removals) • Medication treatments(injections, vaccines) • Referrals to outside specialists • Dispense and prescribe medications • Administrative orders (form completion, extra services) ORDERS

14. Chapters 3-6 you will: • add patients-use MedTrak Online User Guide • attach payers to a patient • schedule patients • After chapter 6 you will learn: • how to use MedTraks clinical workflow • system to process patient responsibilities • entire revenue cycle process • scheduling & registering patients • refunding credit payments • point-of-care clinical processing that produces • charges and appropriate billing codes What’s coming up?