Patient Registration

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Training University of
Kentucky College of Dentistry Patient
Registration Module
Patient Registration Version 2.3
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Welcome

• Why AxiUm? (from Overview)
• Trainers JoAnn Lowery, Lori Bruelheide, Glena
  Jarboe, Rebecca Napier, and Susan Lundin)
• Training includes registering patients, updating
  addresses, locating patients in system plus
  AxiUm Extras
• Class Time 1.5 hours (There will not be a
  break)
• All slides are duplicated in notebook with notes.
• Since there is so much information, please do not
  log on to system until instructed to do so. You
  will be given samples to complete at the end of
  our training demonstration.

Patient Registration Version 2.3
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Patient Registration

• Choose Rolodex icon from the Desktop or Scheduler
  Book view

Rolodex Icon
Patient Registration Version 2.3
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Patient Registration

• Search for an Existing Patient Record

Enter search info here-(TIP-- if searching by
name, only enter a few characters of last name,
and a few characters of first)
Click this grey button to begin search
Patient Registration Version 2.3
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Patient Registration

• Access the Patient Card
• Note Patient must be selected to
• the Active List before proceeding

This is the Patient Card button
Double-clicking the name will move the patient to
the Active List
This is the Active List
Patient Registration Version 2.3
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Patient Registration

• Confirm the Existing Data

Confirm this data with the patient
Check the attachments
Save before closing this screen
Be sure to review the information in all of the
tabs
Patient Registration Version 2.3
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Patient Registration

• Check the Birth-date

If the birth-date is 01/01/1900, obtain a
corrected birth-date from the patient
Patient Registration Version 2.3
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Patient Registration

• Review/Change Suppress Codes on the Account as
  necessary

This is the Safe icon
A checkmark in this box indicates that the
patient does receive a statement
Patient Registration Version 2.3
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Adding a New RecordIf record cannot be located,
create a New Patient
Patient Registration
Add New icon
Patient Registration Version 2.3
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Patient Registration

• Personal TabEnter minimum of Last, First, Phone
  SSN

Be sure to Save this screen before closing
Notice only three tabs are available until the
record is saved
Patient Registration Version 2.3
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Patient Registration

• Responsible TabEnter Guarantor Demographics

This box should be checked if the Responsible
Party has an Insurance Policy
This is the Light Bulb icon. It clears the screen
This box should be checked for the second adult
Responsible Party
This is the Add button. Use it to save a record
Click Create New Form, then Choose a Form
Patient Registration Version 2.3
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Patient Registration

• Insurance TabEnter Plan Information from
  Patients Insurance Card

If the patient has Insurance, the Subscriber
field must be completed.
Use this button to view available insurance plans
Patient Registration Version 2.3
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Patient Registration

• Attachments/Forms(There are two ways of entering
  forms. See next page for other option). Document
  Any Forms Signed by the Patient in the Dental
  Chart

Dental Chart Icon
Choose the FormsTab
Click Create New Form, then Choose a Form
Patient Registration Version 2.3
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ENTERING FORMS
OPTION 1 Click on attachments to open forms
OPTION 2 Click on binder clip to open attachments
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Patient Registration

• HIPAA FormComplete form and hit Enter to Save

Click on text to display answer boxes
Patient Registration Version 2.3
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Patient Registration

• Purge InformationExisting Forms are Viewed by
  Clicking the Name of the Form

If the patient has a Purge record, that
information is available in Forms
Patient Registration Version 2.3
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ACCOUNT HISTORY
Total Due
Account history
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MESSAGES FROM QSI
Contact notes
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MESSAGES CONTINUED
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TEXT MESSAGES
Transactions tab
Notes Tab
Text Messages
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Refund requests (paperless)
OPTION 1 Click on attachments to open forms
Option 2 Click on attachments to open forms
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Thank You

• Use the handouts in the Notebook as reminders.
  CDs of this information are available upon
  request.
• Contact your supervisor or a member of the
  Implementation Team, if you need help.

Patient Registration Version 2.3