How to Manually Register Patients for InstyMeds

How to Manually Register Patients for InstyMeds
How to Manually Register Patients for InstyMeds
Before the prescriber can issue a prescription for the patient through the InstyMeds
Prescription Writer tool, the patient will need to be registered.
Step 1: Sign in to InstyMeds and click on “Registration” (p. 2)
Step 2: Verify that the patient is not already registered. (p. 3)
Step 3: Enter patient information and click “Save” (p. 4)
Step 4: Scan insurance card (p. 5) – Optional Step
Note: For those that will be scanning insurance cards (versus manually entering the insurance
information), please see Appendix A (p. 11-14) for instructions on scanner installation if install
has not already taken place.
August 2010
STEP 1: Sign in to InstyMeds: http://web1.instymeds.com
1.
2.
3.
1. Enter Username
2. Enter Password
3. Click the “Sign in” button
Click “Registration”
2
STEP 2: Check if the patient has already been registered.
123456789
Enter Medical Record # or SSN and click on Search button to search for a previously registered patient
Enter patient’s Medical Record # or Social Security Number (SSN).
Click “Search…” button.
If the patient is already registered, that patient’s information will appear and the status
message: “Existing Patient – Click save to re-register” will be displayed.
Patient
Information
Existing Patient — Click Save to re-register
Status message
If the patient had NOT already been registered, the patient information fields will remain blank
and the status message will read: “New Patient – Enter patient information…”
222333
New Patient – Enter patient information and click Save to register
3
Status message
STEP 3: Enter patient information and click “Save”.
222333
Enter patient
information - fill
in all fields
New Patient – Enter patient information and click Save to register
Only enter insurance information
if you will not be scanning the
patient’s insurance card.
Click
“Save”
Click “Save” to register the patient and save their information.
Updating current registration list…
Status message:
“Updating current registration list…”
The status message “Updating current registration list…” will be displayed and the “Current
Registrations” list will be refreshed. You will be able to see the patient you just registered on that list
(refresh page if name does not appear).
The patient is now registered in the InstyMeds database.
If you did not enter insurance information in the previous step because you will be scanning an
insurance card, proceed to the next step.
4
STEP 4: Scanning the insurance card
After a patient is registered and they appear in the “Current Registrations” list, you will see the options
“Scan Card”, allows you to scan in an insurance card for that patient, or “View Card” , allows you to
view an insurance card that had been previously scanned in.
“[View Card]” indicates an insurance card has been
scanned in for this patient and is available for you to view,
print, or delete.
To scan a patient’s insurance card, click on the “Scan Card” link.
Click “Scan Card” next to the patient’s name
Scanning application will open.
5
If this is the first time using the application on this computer, a security warning message may appear.
Check “Always trust content from this
publisher” and click “Run”
Place insurance card in scanner
Place insurance card face-down against the right side of the scanner
with the top end of card inserted into scanner.
6
Once the insurance card is in place, click “Scan Front”
Patient: Joe A
A.Johnson
Johnson
Click
“Scan Front”
Scanner will pull card through and image will be uploaded once progress bar reaches 100%.
Patient: Joe A. Johnson
Progress bar
If message appears to calibrate, see Appendix B (p. 16-17)
Patient: Joe A. Johnson
7
Next, scan the back side of insurance card.
Turn the card face-up with the top of the card inserted into scanner.
Click “Scan
Back”
8
Both sides of the insurance card have now been scanned.
Click Save.
Click “Save” to save scanned images.
Card images are now saved for that patient and may be viewed by clicking “View Card”
Click [View Card] to view scanned
image or to print or delete image.
(If “View Card” does not appear, refresh page)
9
Option to scan a new card
Option to print image or delete
Registration and Scanning Complete!
10
Appendix A:
How to install the InstyMeds scanner
(DocketPORT 667)
The scanner comes with a CD to install the program on your computer. Insert the CD into your CD
drive on your computer. There are 2 installs performed from this CD.
The CD should be recognized automatically and display the CD menu on your screen.
(If not, open the CD through the “My Computer” icon on your desktop.)
Install #1:
Click on “Install Scanner Driver”
to begin installation.
Click “Next”
Check “I accept the terms in the License Agreement”
and click “Next”
11
Select “Complete”
Click “Next”
Select “Install”
12
Click “Next”
Click “Finish”
Connect the scanner to your computer.
Install #2:
Click on “Install DocketSCAN II”
to begin installation.
13
Click “Next”
Check “I accept the terms in the License
Agreement” and click “Next”
Select “Complete”
Click “Next”
14
Select “Install”
Click “Finish”
Scanner Installation Complete!
15
Appendix B:
InstyMeds Scanner Calibration
When clicking on “Scan Front” or “Scan Back”, if a pop-up message to calibrate the scanner appears,
insert the black and white calibration paper that came with your scanner face down into the scanner
and click “Calibrate”.
Click “Calibrate”
You also have the option to manually open up the calibration window. To do so, right click on the
screen and select “Configure Scanner”
Click “Configure Scanner…”
16
Insert the black and white calibration paper that came with your scanner face down into the scanner
and click Calibrate”.
Click “Calibrate”
A notice that the “Calibration was successful” will appear. Click “OK” to continue with scan.
Click “OK”
Click “Scan” to continue
with insurance card scan
Calibration Complete!
17
Manual Registration Cheat Sheet
Registration
Username:
Password:
Step 1: Sign in to InstyMeds http://web1.instymeds.com and click “Registration” (p. 2)
Step 2: Verify that the patient is not already registered. (p. 3)
Step 3: Enter patient information* (highlighted in yellow below) and click “Save” (p. 4)
* enter patient’s insurance information if you will not be using a card scanner.
Step 4: Scan insurance card (p. 5) – Optional Step
Or enter patient’s social
security number (SSN)
instead of Medical Record #
If you will be scanning the insurance
card, no insurance information
needs to be entered here.
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