Create a New Patient with an Admitted Treatment Episode

Creating new patients with an admitted treatment episode has never been easier with the Kipu RCM. Organizations with EMR integration will have patients automatically created as admitted patients. For more information about the integration, click here.   

Workflow

Let's review the process for creating a new patient with an admitted treatment episode in the RCM! 

• 1. Navigate to the Patients section.
     
  2. Click Add New Patient.
     
  3. Enter the patient's First Name and Last Name, their Gender (if known), and Birthday.
     
  4. Add any additional information in the non-required fields.
     
  5. Next, click the Practice where the treatment will be billed out and click Add Treatment Episode.
     
  6. Select the Admitted Episode radial.
     
  7. Update the Practice, A/R Classification, and Admit Date. 
     
  8. Include any additional information in the non-required fields. 
     
  9. Add the patient's address and Diagnosis Code (if known).
     
  10. Click Add Insurance to include the insurance information. 
      1. Click Add Patient and Episode Only to complete the prospective patient profile without insurance information.
         
  11. Add the Effective Date of the patient's insurance in the Insurance section.
      
  12. Next, locate and select the patient's insurance payer from the dropdown. If the payer is not listed, select the New Electronic radial and search for the payer's name in the dropdown. 
      
  13. Click Add Home Plan and/or Add Behavioral Carve-Out to include carveout information.
       
  14. Click Save And Add Policy Info to add insurance details. 
      1. Click Add Patient, Episode, And Payer Only to skip the eligibility portion.
         
  15. Toggle Verify Eligibility on Save to run an eligibility check after clicking Finish.
       
  16. Include a copy of the front and back of the patient's insurance card and update the Benefits Assignment when applicable.
      
  17. Input the Subscriber ID and Patient Relationship to Subscriber. 
      1. If the subscriber's information differs from the patient's, update the following fields: First and Last Name, Birthday, and Gender.
         
  18. Finally, click Finish to complete the process.
      

Converting Prospective Patients to Admitted Patients

Prospective Patients who move forward with treatment can be converted into admitted patients with the click of a button. Let's review that process together! 

1. In the Patients section of the system, click the patient's name.
    
2. In the Treatment Episodes section, click Admit.
   
3. Follow steps 7-17 described in the workflow above to complete the process.