The Right Way to Update Patient Demographic Information

The Right Way to Update Patient Demographic Information

Accurate patient registration is often the most important factor in determining whether claims will be paid or denied. Because circumstances and policies change frequently, staff should update patient information and insurance information at each visit. Use the chart, below, to help your staff probe for and collect the right data when scheduling appointments, or at the beginning of each patient visit.

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Collecting Patient Information
Information needed Right way Wrong way
Current phone Please confirm your home and work phone number for me. Are your phone numbers the same?
Current address Mrs. Smith are you still living at 312 Windy Drive? Mrs. Smith, are you at the same address?
Employer Are you still employed by the City of New York? Have you changed jobs?
Primary Insurance Is Aetna Preferred still your primary insurance? Do you have the same primary and secondary insurance?
Secondary Insurance Do you have a secondary insurance coverage with UnitedHealthcare? Do you have the same primary and secondary insurance?
Workers Compensation Is this visit related to a work or auto injury? No question asked about the possibility of injury.
Linda Martien

Linda Martien

Linda Martien, CPC, CPC-H, CPMA, is Associate Director of Reimbursement at Osiris Therapeutics, Inc, and brings her 30-plus years of experience in coding, billing, auditing, management, and consulting. She is a member of AAPC's Chapter Association board of directors for 2014-2017, and is a past member and officer of the National Advisory Board. She also has held various officer positions for the Columbia and Jefferson City, Missouri, local chapters.
Linda Martien

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Linda Martien, CPC, CPC-H, CPMA, is Associate Director of Reimbursement at Osiris Therapeutics, Inc, and brings her 30-plus years of experience in coding, billing, auditing, management, and consulting. She is a member of AAPC's Chapter Association board of directors for 2014-2017, and is a past member and officer of the National Advisory Board. She also has held various officer positions for the Columbia and Jefferson City, Missouri, local chapters.

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