Identify pertinent information from a first-time patient

Identify pertinent information from a first-time patient

When dealing with a first-time patient, it is important to collect all of the pertinent information that will be needed for proper documentation. It is also important to review policies and procedures with a new patient to accommodate the Health Insurance Portability and Accountability Act (HIPAA) requirements.

Research and describe what you would need to do when a first-time patient comes to a medical office or facility. Be sure to address the following:

Identify pertinent information from a first-time patient, including demographic and insurance information.

Discuss the consequences of not obtaining the correct information.

How this will affect the patient’s care?

How does this affect the submission of an insurance claim?

List all forms that must be reviewed with a new patient per HIPAA’s guidelines.

Describe each form and what information is needed to complete it.

Identify the purpose of each form.

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