Understanding the Patient Intake Process

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The information that is gathered in the preregistration step is one of the most important steps in ensuring that the patient receives the medical services needed and that the billing process also runs smooth.

The information that is gathered in the patient intake process usually gathers the same basic information. This process is also called the patient preregistration process. The information is gathered when the new patient calls to make their first appointment. There is also an established patient process for patients that are returning for services.

In the case of a patient being a new patient the first step is to make sure that the medical facility provides the services that the patient requires and to schedule the correct amount of time needed for the patient. The information gathered on patients is their full name, telephone number, address, date of birth, gender, reason for the appointment, including previous treatment information. If the patient is insured the name of their insurance information is gathered including the co pay amount. A copy of the patients’ insurance card is made along with a copy of their identification. If they were referred by another physician the name of that physician is required. When the new patient arrives at the medical facility they will be given a form to complete that also has these same questions plus the form acquires even more personal information on the patient. The patient will be asked to supply their social security number, their employers name address and telephone number. If the patient is married the name of their spouse is requested. If the patient is a minor, the name address, and phone number is requested of the minor’s legal guardian.

A new patient may also be asked to fill out a patient health survey form. This form requests information on the patient’s health and the patient’s family medical history. This form can be helpful when the physician is diagnosing a...
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