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Compare with Patient Function - Enhanced Workflow Procedure
 Moderated by: Jeff Ward, Gary Tallman
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 Posted: Fri Jul 14th, 2017 09:59 pm
   
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Gary Tallman



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One of the most overlooked and extremely useful features of NowMD is the compare with patient tool.

Create a new encounter and before saving the encounter, navigate to the "claim information" tab.  At the bottom of the list of sections, find the "Compare with Patient" button.  Click the button to see which encounter fields differ from patient record fields.  It's easy to copy a field or many fields at once from the encounter to the patient's record or from the patient's record to the encounter.

This tool is very useful when the patient has provided new insurance information. While you could update the patient record and then create a new encounter, it's just as easy to create the new encounter and then choose the compare with patient button to see the differences between the encounter and the patient's record. Finally, copy the changes from the encounter to the patient record with one click.  This process will update the patient's record without the need to change the workflow by transitioning out the the create encounter workflow just to update a patient's record.

Troubleshooting existing claims by using the compare with patient button is also possible by opening up an existing encounter, navigating to the claim information tab and choosing the compare with patient button.  Differences between the current (potentially updated) patient record and the existing encounter can be easily discovered.



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NowMD Roundtable > All Forums > Knowledge Base > Tips, Tricks and Frequently Asked Questions > Compare with Patient Function - Enhanced Workflow Procedure
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