1. Patient Registration Job Aide
Nr. Topic Required steps Notes
1. Gather Information Askthe patientfor:  PhotoID
 Insurance Card
 Prescription(Script)
2. Find Patient Record FIRST: Look up bydate of birth THEN: By Last name,First
name
3. Demographics Enter the patientdemographic
info:
 BillingAddress
 Phone Number
(Alternate)
 Email Address(Patient
portal)
 Religion
 Ethnicity
 BirthPlace (State or
Country)
 PreferredLanguage
 Marital Status
4. Contact/Billing Info Enter infointoContact/Billing
page:
 Guarantor
 Spouse
 Notify*
*In case of an
emergency
5. Miscellaneous Info PrivacyNotice:
PrivacyDate:
PatientNote:
 Yes or No
 *Date the HIPPA Privacy
Notice
was giventothe patient
 For local & foreign
address
*HIPAA privacy
notice is
requiredtobe
signedonce a
year(within12
months)
6. Insurance Coverage Enter or confirmthe following:  Insurance CompanyInfo
 SubscriberInfo
 PolicyInfo
o Contract #
o Group Name
o Group Number
o Relation (Patient
to Subscriber)
o Primary
Insurance
ALWAYSVERIFY
INSURANCE
COVERAGE
THROUGH eCare
NEXT
7. Create New Visit Verifythatall fieldshave the
correct informationlisted.
 Are primaryand
secondary
insurance inthe correct
order?
STOP
“New Visit” is the last step in the
Patient Profile.
Make any final changes to
insurance information before
entering the Patient Account.
STOP
8. Patient Account Checkthat all informationinall
tabs iscorrect.

2. Patient Registration Job Aide
9. Medicare Patients If the patienthas Medicare:  Fill outMSP
Questionnaire
(Note:Refertotraining
manual for detailed
instructions.)
10. “Stay” Tab Enter infobasedondepartment
protocol. See trainingmanual.
 Askfor helpif youdo not
know the protocol for
the department.
11. “Clinical” Tab Enter the following:  Chief Complaint
 ER Log (ED Only)
12. Labels/Forms Printout labels/formsbasedon
departmentprotocol:
 AdultLabels
 AdmitForms
 ER Forms
13. MR Grouper Enter infobasedondepartment
protocol.
 Askfor helpif youdo not
know the protocol for
the department.