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OFFICE USE ONLY: NEW PT / EST PTPRIVATE / WORKERS COMP / EPS /DATE OF SERVICE: ___ AUTOTIME GIVEN: ___ TIME RECD: ___REASON FOR YOUR VISIT: ___ ATTENTION PATIENTS: PLEASE FILL OUT ALL SHADED AREAS
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How to fill out new vs established patients

01
For new patients, gather their personal information such as name, date of birth, address, and contact details.
02
Verify the patient's insurance information and gather any necessary documentation for insurance purposes.
03
Create a new patient profile in the system by entering the gathered information.
04
Schedule an appointment for the new patient and provide them with any necessary pre-appointment instructions.
05
During the appointment, ensure to gather the patient's medical history, current symptoms, and any relevant past medical records.
06
Document the patient's visit, including any diagnoses, prescribed medications, and recommended treatments.
07
Follow up with the new patient as needed and update their profile with any future visits or changes in their medical history.

Who needs new vs established patients?

01
Healthcare providers, such as doctors, dentists, and specialists, need both new and established patients.
02
New patients are required to fill out their information to establish a patient-provider relationship and receive appropriate care.
03
Established patients are those who have previously visited the healthcare provider and need ongoing management of their health.
04
Healthcare providers need new patients to grow their practice and expand their patient base.
05
Established patients are important for continuity of care and building long-term relationships with patients.
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New patients are individuals who have not received services from a healthcare provider or their practice within the past three years, whereas established patients are those who have received services within that time frame.
Healthcare providers and practices that bill for evaluation and management services are required to distinguish between new and established patients for proper coding and billing.
To fill out new vs established patients, healthcare providers must indicate the patient's status on billing forms, ensuring accurate coding based on the patient's visit history.
The purpose is to categorize patients for accurate billing and payment, as the complexity and reimbursement rates differ between new and established patients.
The information that must be reported includes the patient's visit history, the provider's documentation, and the coding used for the services provided.
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