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New Patient / Established Patient INFORMATION (Please print and complete in full)Name: (First, Middle, Last) Today's Date: (mo/day/yr) Street Address: Zip Code: Home Telephone Number: Work Telephone
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How to fill out new patientestablished patient template

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How to fill out new patientestablished patient

01
To fill out new patient information:
02
Gather all necessary personal information of the patient such as full name, address, contact number, and date of birth.
03
Obtain the patient's medical history, including past illnesses, surgeries, and allergies.
04
Collect the patient's insurance details, if applicable, including insurance provider and policy number.
05
Ask the patient to fill out a comprehensive medical questionnaire providing details on their current health conditions, symptoms, and any medications they are currently taking.
06
Have the patient sign necessary consent forms, privacy agreements, and other legal documents as required by the medical facility.
07
To fill out established patient information:
08
Ensure you have the patient's updated personal details, including any changes in address, contact number, or insurance information.
09
Review the patient's medical records to update any new diagnoses, treatments, or changes in medications.
10
Ask the patient about any recent changes in their health condition or any specific concerns they may have.
11
Address any pending follow-up appointments, lab tests, or referrals that the patient may need.
12
Update the patient's electronic health record with the necessary changes and ensure proper documentation is maintained.

Who needs new patientestablished patient?

01
New Patient: Individuals who have not previously availed services from the medical facility or are visiting for the first time require new patient information.
02
Established Patient: Regular visitors or those who have already been treated at the medical facility and have a record in their system are considered established patients.
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New patient/established patient is a classification used in healthcare to differentiate between individuals who are seeking medical care for the first time (new patient) and those who have received care from the same provider within a certain time frame (established patient).
Healthcare providers and medical facilities are required to properly code and document whether a patient is new or established when filing insurance claims or billing for services.
To fill out the new patient/established patient classification, providers must review the patient's medical history and determine if they have been seen by the same provider within a specific time period.
The purpose of distinguishing between new and established patients is to ensure accurate billing, appropriate allocation of resources, and proper documentation of patient encounters.
Providers must report the date of the patient's first visit, any prior interactions with the provider, and any relevant medical history that may impact the current treatment plan.
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