Medical Records Tracking Process
by Selene Gonzalez
1. Initial Contact
1.1. Mark Braun
1.1.1. E-Mail / Phone / Fax
1.1.2. HIPAA Verification
1.2. Dr. Rosenstock
1.2.1. eClinical: Date of Service
1.2.2. Approval
2. Account Inquiry
2.1. Claim Statements
2.2. Convert to PDF
2.3. Save to Desktop
3. Payment
3.1. Verify
3.2. PDF scanned
3.2.1. Shared Folder: M.R
3.2.2. Insert Date Reviewed
3.2.3. Statement date = Fax Log
3.2.4. Save As: Acct. # _Date of Request_Date Sent/Saved
4. Patient HUB
4.1. Add: Billing Sheets
4.2. Save
4.3. Fax to Requester
5. eClinical
5.1. DOC Patient
5.1.1. Encounters
5.1.2. Office Visits: Home F/U or Initial Visit
5.1.3. Verity # of Pages
5.1.4. Input Data in MR Log
5.2. Non DOC Patient
5.2.1. Document in MR Log
5.2.2. Send Courtesy Correspondence