Entering a patient status

You can identify the patient’s status (such as new patient, deceased, housebound, long term care patient, left practice, office care patient, and so on). See also Marking a patient as deceased.

Users with administrator authoritys can configure the list of available patient statuses. See Customizing choices in demographic fields.

You can also generate lists of patients for each status.

Tip: You can view a list of patients with the patient status of Acute Care Patient, Long Term Care Patient, House Bound Patient, and Maternity Patient. From the provider WorkDesk, click Patient Status.

Steps

Search for the patient. See Searching for patients.

In the search results, click the patient name and then on your keyboard, press F9 to open the Patient Maintenance window.

Click the Patient Status tab.

From the row of buttons at the bottom, click New Status.

In the Status list, click a status.

If you selected a status of New Patient, Office Patient, or Left Practice, enter the start and end date and notes.

Note:

When you mark a patient as deceased or inactive (Left Practice) and the patient has appointments, follow-ups, and notifications for a date that is after the date the patient became inactive, the EMR prompts you to archive all future incomplete appointments and displays a message window “Patient marked as Left Practice. Would you like to remove all future follow-ups and notifications?” If you click Yes, the EMR:

Marks all of the patient’s incomplete follow ups of type “Patient TCI For Follow Up” as completed

Removes the patient from the Patients To Notify list

If you selected a status of Acute Care Patient, Housebound, or Long Term Care Patient, enter or select information in the following fields:

Physician: The patient's primary Physician

Facility: The type of facility where the patient is being seen or treated.

Location: The location where this patient is being treated or seen. The EMR displays the selected location in the billing reminder under the column for appointment length titled LEN in the billing program.

The list of locations depends on the service facilities that your administrator entered in the EMR.

Admission Date: The date that the patient was admitted to the location.

Discharge Date: The date that the patient was discharged from the location.

Notes: Any relevant patient notes.

Default Fee Code: The patient's default fee code for billing.

Default ICD Code: The patient's default ICD code for billing.

Reset Final Billing Date: If applicable, select this check box this box to reset the final billing date for this patient.

Click Save Status.