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Efficient Patient Account Retrieval in Medical Manager

This guide outlines the process for retrieving patient accounts in Medical Manager. It covers essential steps such as entering the patient's name, account number, and social security number to access their medical information. The Patient Retrieval Screen provides demographic and financial information about the account's guarantor and members. Updates and modifications to patient records, including personal details and insurance information, can be made through the Edit Patient Information screen. Utilize the File Maintenance Menu for data management tasks like adding or deleting records effectively.

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Efficient Patient Account Retrieval in Medical Manager

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  1. Medical ManagerUnit 4 ICBS 170

  2. Medical Manager • Retrieving an account • Enter patient’s name • Enter account number • Enter social security number

  3. WHICH CHOICE To Retrieve

  4. Medical Manager • Patient Retrieval Screen • Demographic information about guarantor of account • Financial information • List of members on account

  5. Medical Manager • You may update data previously entered into the MM system by using the File maintenance Menu • You can add, modify or delete records in: • Patient records • Financial activity records • Support files • Payment records • Procedure histories

  6. Which Menu Is This?

  7. Medical Manager • Changes to patient accounts occur frequently • New address • Marital status • Employers • Insurance companies • New dependents • Changes to an account are done through the Edit Patient Information screen

  8. Medical Manager • To edit or change dependent information • Select ‘D’ on the guarantor screen to access list of dependents on account • Select desired dependent on account • Any information on dependent screen can be modified • You can make many modifications by choosing one of the hot keys below.

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