Soarian All Patient Access Training. Soarian: Patient Access. Facilitator Guide

Transcription

1 Soarian: Patient Access Facilitator Guide 1

2 Facilitator Guide 2012, BJC HealthCare (St Louis, Missouri). All Rights Reserved Proprietary & Confidential 2

3 TABLE OF CONTENTS CLASS LOGISTICS... 5 Materials Needed... 5 Classroom setup... 5 Greetings... 5 Objectives... 5 MODULE 1: CHECK IN OVERVIEW... 7 Log-in and Review of Homepage... 7 View Encounter Details... 8 What is an Encounter?... 8 ENC and ECD Numbers... 9 Encounter Status... 9 Viewing an Encounter Check In a New Patient Patient Demographics Form Encounter Details Form Insurance Form Guarantor Demographics Form Maintain Comments Form Finish Check-In & Print Encounter Artifacts Check In an Existing Patient Quick Check-In Completing a Quick Check In from the Incomplete Worklist Check In a Newborn MODULE 2: PRE-ADMIT and CONTINUATION VISITS Pre-Admit an Adult Pre-Admit a Newborn Continuation Visits MODULE 3: CHANGE PATIENT STATUS Change Patient Status Transition Change Patient Status Revise Change Patient Status Cancel and Resume

4 MODULE 4: ADDITIONAL FUNCTIONS IN SOARIAN Revise Encounter Details Function No Show Function Recording a No Show Reversing a No Show View Patient Function Add/Revise Person Function Revise a Patient Function Cancel Check Out Function Cancel Encounter Function MODULE 5: BED MANAGEMENT Find a Patient s Location Transfer Patient Function Swap Patient Function Check Patient Out Function MODULE 6: WORKLISTS Census Worklist Encounter Prep Worklist Today s Scheduled Encounters Worklist Today s Encounters Worklist Unviewed Eligibility Response Worklist Missing or Incomplete MSPQ Incomplete Check-In Worklist Encounters in Progress Worklist MODULE 7: Downtime MODULE 8: EDM Scanning in EDM Viewing Documents in EDM

5 CLASS LOGISTICS Materials Needed Tent cards Workbooks Log Ins Markers Dry erase board Projector Shoots & Ladders Game Classroom setup This section should contain any information regarding how to set up the room. Detail here what patients to set-up before class. (Series, L&D, etc.) Greetings Break times Bathrooms Cell phone use Food/drink Length of class Class Materials Objectives At the conclusion of the course, student will be able to... Log in and out of Soarian Navigate the Soarian Homepage Check In Patients Using Various Functions Complete a Pre-Admit Perform a No Show Log in and view Patient Encounters Revise a Person, Patient, and Encounter Change Patient Status Check out a Patient Work in Worklists Navigate Soarian During Downtime 5

6 Find, Transfer, and Swap a Patient Scan and View Documents in EDM 6

7 MODULE 1: CHECK IN OVERVIEW Log-in and Review of Homepage We are going to log in to the Soarian Homepage. Today we are going to be using practice log-in IDs and passwords. Note: They will receive their actual log in ID and password once they have passed the exam. Their log in log-in ID will end with an sf. Log In Screen Instructor and Class: Log in to Soarian 1. Type your username and password in the given fields 2. Click Logon Once you log in, you arrive at the Soarian Home Page. 7

8 Soarian Homepage Instructor: Point out the different quadrants and its contents. Note there are four quadrants. On the left you have your Worklists. Your Enhanced Worklist section contains the Worklists you use most frequently. On the right you have your Tasks. Tasks are divided into two sections, your Primary Tasks and your Secondary Tasks. View Encounter Details Before attending class today, you should have reviewed an e-learning about viewing encounter details. Let s quickly review what we learned. What is an Encounter? An encounter is created when a patient schedules a visit, or checks in for services and begins the patient experience with the health service organization. 8

9 Viewing an Encounter The view encounters detail function will let you look up information on a particular encounter. As you learning in your pre-class e-learning, this function does not allow changes to be made to the encounter. Instructor: To get more class involvement, ask questions like: When might you want to view an encounter without making changes? Instructor and Class: View an Encounter via the View Encounter Details Function 1. Click on the View Encounter Details link in your Tasks Task List A dialog box appears. If you know the Encounter Number or Encounter Common Data Number, you can search by those identifiers. However, most often you will search by the patient s name. 2. Click on the Find Patient button to search by patient name. 10

10 Activity One: Break the class into groups, and give them each a form in Soarian. Have them write (on a white board or flip chart) all the things they think would be filled out or found in their form. Forms to Use: Patient Demographics Form, Encounter Details Form, Insurance Form Forms not to use: Skip Check In Summary Form as we are checking in a new patient, and skip Maintain Comments Form, as this has no information until we add it. Discuss their answers, most of which are below. 1. Patient Demographics Form: name, address, telephone, SSN, Birthday, Gender, Preferred Language, Religion, Race and Ethnicity, Care Providers, HIPPA Privacy Statement, Relations, etc. 2. Encounter Details Form: Encounter date and time, Reason for Encounter, Encounter Source, Admission Type, Admitting Diagnosis, Clinical Service, Health Professional assigned to this encounter, Guarantor information, Benefits assignment certification, Release of Information, Encounter Prep information, etc. 3. Insurance Form: Policies, Plan, Policy #, Group Name, Group #, Coverage, Insurance Contact Information, etc. Check In a New Patient Now that we have reviewed what a finished encounter looks like in Soarian, let s work on starting an encounter of our own by checking in a new patient. If the patient is new, his or her information will not be in the Master Person Index, and you will have to start the check in from scratch. I am going to walk you through the check in process for a new patient, and then we will practice together. 12