The project consists of converting existing paper forms and reports that are used in 4 steps.
a) Patient Information and Financial (Form 1)
This is a pretty straight forward form which lists typical information about name, address, phone, insurance, etc.
b) Exchange of Information Info (Form 2)
This form will pull information from the Form 1. Additional in formation will be entered and then it will be printed to be signed. Once form is signed, we will scan it and indicate that it is signed somewhere in the database. It would be nice to scan it to the database and be able to access it with a click.
c) Patient Chart Checklist (Form 3)
This is a form which insures that we have all the needed paperwork to treat the patient. Information will be transferred from Form 1
a) Evaluation Report (Form 4)
Some information will transfer from Form 1 and a lot more information will be added mostly in prose form with the possibility of tabular information from testing. These 2 forms include history, goals, impressions, etc. which will all be utilized later.
b) Plan of Care (Form 5)
Similar to Form 4.
a) Treatment Encounter (Form 6)
This form will be used for each patient on each visit. It pulls the needed information from Form 1, but will also have information added to it. This form will contain treatment notes and billing information.
a) Progress and Discharge (Form 7)
This will pull needed information from elsewhere and allow for goals to be marked as met or ongoing. This will also allow information in prose form about progress towards goals, modifications and recommendations.
b) Augmentative Eval. (Form 8)
Similar to From 7
a) Billing (Report 1)
A report to be generated each week from the information entered in Form 6 concerning the treatment and amounts, and insurance provider (from Form 1). This is laid out in a weekly grid with columns for patient name, place of service and days. The rows are grouped by insurance provider.
b) Billing Codes (Table 1)
We need a table of Codes which will be used on a dropdown for Form 6.
This will contain additional information about insurance providers allowable amounts that can be used for financial reports.
c) Finacial Report (Report 2)
Similar to the billing report, it will also contain estimated payouts calculated from information in Form 6 and Table 1.