✦ = 3–6 points
✶ = 7–9 points
1. ✦ Open the computerized practice
management system to the screen
to add a new patient or to the
patient’s existing account screen.
2. ✦ Ask the patient for the completed
patient registration form, which
would have been mailed out
before the visit or given to the
patient upon arrival to complete.
3. ✶ Read the information on the
registration form and ask the
patient to clarify any unclear or
missing information. Be sure to
verify the name, address, and
phone number of the person
ﬁnancially responsible for the
account. Repeat back to the
patient any information they
4. ✶ Ask the patient for the medical
insurance card and scan it into
the PMS if a card scanner is used
by the oce. (See the chapter
titled “Computers in the Medical
Oce.”) If the oce does not use
a card scanner, manually enter the
insurance company name, policy
number, policyholder name, and
claims mailing address into the
corresponding screen in the PMS.
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