11/2008
What is a Pre-admit account?
• If a patient is scheduled to come to the hospital
for an inpatient visit, a pre-admit account should
be set up to alert different areas of the
admission.
• Insurance Management can then start getting
pre-certification (if applicable)
For Bed Management staff: usually you will get your preadmit information from a face sheet that is faxed from
the transferring facility.
1
When/How do I set up a pre-admit
account?
1. Receive faxed requests after 3:45pm.
– Ex) Transfer Center Direct Admits or Admits from Clinic
2. Check Request for Patient Type
– Ex) Inpatient vs. Observation (outpatient)
3. Search for the patient using VISI to prevent creating a
DMR using the “HDI 1111 How Do I Appropriate Search”
guidelines.
4. If request indicated ‘Inpatient’, Shift-tab to the function
field and type PAD then hit ENTER and F9 for same
account.
2
If Patient wasn’t found using VISI, under
PAD enter search criteria as seen below.
Press ENTER to select the correct patient
from the CPI Person Selection Screen or F9
to create a new Patient MR
3
Person Information – 1 Screen
All required fields (highlighted below) MUST be
completed, then press ENTER
4
Person Information – 2 Screen
Complete all required fields then press ENTER
ENOF = Employed, but not found
UNEM = Unemployed
(type these at ID#1 field)
Select appropriate
employment STATUS
OR
Type part of the Emlpoyer Name
at the NAME FIELD to search the
employer directory.
5
When registering a NEW patient, this screen displays
generating a visit suffix as well as
the Medical Record Number, press ENTER.
6
When registering a RETURN patient, this screen
displays with previous visits listed. Type a “C” next to a
previous visit to copy information into a new visit,
press ENTER.
C
7
Guarantor Selection Screen
Patients over 18 will be their own guarantor, the Y
defaults, Press Enter to accept.
8
Nearest Relative Screen
If known, enter the required field info: name, phone and
relationship to patient, then press ENTER .
If info is unknown, enter
unknown in the Name field,
and Rel to Pt, and enter 9s
for phone#
This info is SHARED with
EPIC
Emergency Contact and Accident Screen
Type three equal signs to pull forward the Nearest Relative if
no known Emergency Contact is given, and press ENTER.
After pressing Enter, the information below will display.
10
Insurance Selection Screen
Load ALL applicable insurance plans.
Use Passport to verify eligibility when available.
Press F9 to accept the
changes/bypass screen
Details of loading
insurance is covered in
the INSURANCE 101
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Physician/Clinical Screen
TAB over to this field and type the attending physician’s last name, press enter.
Choose from the list and press ENTER. (populates both sides)
TAB to this field to enter the PCP. If PCP is unknown, type UNK
or type the pcp’s last name, press enter and choose from the list
and press ENTER again.
Change to Admitting dx
Press ENTER to go to the next screen
Visit Specific – Preadmission
Fill in all Required Fields, using today’s date and a future time for ‘Scheduled
Date/Time’
Admit Type
Admit Source
Pt Class
Info Release Ind
13
Profile/Plate Generation Screen
Allows you to print a Face sheet or Patient Plate
Select 1 Facesheet, and then
press ENTER
ADTP BY PATIENT Display
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Completing the Pre-Admit
• Staple the printed face-sheet to the faxed
request.
• Keep all paperwork together with the Direct
Admit Log.
– This will be used later when the patient arrives.
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