<< Click to Display Table of Contents >> Navigation:  Appointment Tracking Board > Scheduled Appointments Tab > Expanded Demographics

The patient's demographic information may be viewed by selecting the arrow at the beginning of the cell or by selecting the patient's name. The patient's expanded demographics will display the following:

•Patient Name

•Date of Birth

•Profile Number

•Visit Number

•Appointment Information (Facility, Location/Resource, Appointment Type, Reason)

•Demographics

•Insurance Information/Coverages

•Upcoming Scheduled Appointments

 

NOTE: A patient's preferred name may display in parentheses after the legal name.

 

This information pulls from Web Client > System Menu > Profile Listing > Select Profile > Misc Options > Additional Demographics. The preferred name will display if the patient's Last, First and Middle name are populated under Person's Alternate Name/Address and has selected Call Me as the Name Qualifier.

 

 

The Edit option may be selected next to Demographics if needing to update some or all of the patient's information. The patient's address, date of birth, administrative gender, phone numbers, preferred language, email address and Communication Preference may be updated. The Opt In/Opt Out options are also available for the patient's Phone Number, Cell Phone Number and Email Address.

 

NOTE: The selected Communication Preference will be used to communicate with the patient, when appropriate. Please note that if Voice is the selected Communication Preference, it will only be utilized with Broadcast Messaging.

 

If a communication preference has not been specified, a hierarchy will be applied in which messages are delivered. Patient Connect will first check to see if a cell number has been entered and if the patient has Opted In to receive messages. If yes, the message will be sent via SMS. If not, Patient Connect will move to email. If the patient has opted to receive email messages and there is an email address present, the message will be sent via email. If not, the final check is for voice messaging. At this time, Broadcast Messaging is the only place where the message can be delivered via voice. If the patient has opted into voice messaging and a phone number has been applied, the message will be delivered via voice messaging.

 

Select Save if any information is changed. Any changes made to these fields will also update in the EHR.

 

NOTE: Any changes made and saved within Expanded Demographics will NOT update on the Event screen in Patient Scheduling.

 

 

Insurance Information

 

When an appointment is first scheduled, the insurance information for the profile and visit level will display. Once a visit has been associated to the scheduled appointment, the coverage information for the visit will then display on the Claims display. If coverage has not been assigned to the profile or visit, "No Claim Insurance" will display for the visit level and "No Profile Insurance" will display for the profile level.

 

Insurance information will display a listing of all profile insurance coverages as well as claims that have been added to the visit.

 

To add the patient's insurance information, select Add on the Profile Insurance display to view all profile insurances. Search for and select the financial class by code or description. Then complete all necessary information. For the Subscriber Information, select "Is Patient" to copy over the patient's name and address. Select Save to save the information and add to the patient's profile.

 

To edit an existing insurance, select the Edit icon to make any necessary changes. To remove an insurance from the patient's profile select the Remove icon.

 

 

Eligibility

 

For facilities with an active TruBridge RCM contract for eligiblity, the Check Eligibility option will display to allow the patient's primary insurance to be verified for the appointment. Please refer to the Eligibility Check section of this document for more information.

 

Scheduled Appointments - Demographics