Browse Guides

Provides instructions for registering a baby born outside of the hospital and coordinating their transfer to the well baby unit.

To ensure all patients scheduled for services requiring prior authorizations have the necessary approvals obtained before the date of service, minimizing delays in care, and supporting accurate reimbursement.

This guide provides the standard workflow for registering new Spine Care patients. Following these steps ensures patient information is accurately verified, required forms are completed, insurance eligibility is confirmed, documents are scanned into the medical record, and the patient's registration is complete prior to the clinic visit. After reviewing this guide, staff should be able to complete a new patient registration from start to finish using VIM, iPass, and Expanse.

To help staff correctly verify, register, and process patients who present for a workers comp visit. This guide explains what information is needed, when to register the patient as workers comp, when to use the workers comp self-pay mnemonic, and how to request a drug screening when required.

To help Patient Access employees correctly identify the difference between a prisoner and an inmate for billing and registration purposes. This guide explains what should be listed for the patient’s address, insurance, policy number, guarantor, and confidential status.

The purpose of this guide is to give Patient Access and Financial Clearance staff consistent scripting when discussing estimated patient responsibility. Using consistent scripting helps staff communicate clearly, reduce confusion, explain insurance responsibility in a patient-friendly way, and support point-of-service collection efforts while keeping the patient’s care and experience first.

The purpose of this guide is to provide Patient Access staff with a consistent process to follow when a patient arrives without authorization. This helps ensure authorization issues are routed through the correct communication channel, reduces duplicate calls and emails, and keeps patient flow moving as smoothly as possible.

This guide explains how to submit a Help Desk ticket to request access for a REF referring provider in Expanse.

To help staff correctly run the Appointment By Booked Date report for self-pay appointments and save the formatted report to the GFE Share Drive for tracking and completion of Good Faith Estimate work.

To help staff correctly process patient payments in Salucro, identify when a cash drawer is required, upload receipts to the patient’s Expanse account, close the drawer daily, and complete the end-of-day cash summary process.

To help employees correctly submit a day off request in Centricity Time and Attendance. Requests must be submitted through the Employee tab and approved by a manager.

THE SIMPLE RULE The guarantor is the person or approved entity responsible for the patient balance. The guarantor is not automatically the insurance subscriber, spouse, parent, emergency contact, caregiver, or person holding a power of attorney.

To help employees correctly submit a missed clocking request in Centricity Time and Attendance. Requests must be submitted through the Employee tab and approved by a manager.