New Patient Intake Procedure | MDO101

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easily editable word templateNew Patient Intake Procedure

The New Patient Intake Procedure describes the proper procedures for intake of new patients and explains all of the necessary paperwork. It ensures uniformity among all patient files to improve the efficiency of your medical office routine.

The New Patient Intake Procedure applies to all new patient documentation. However, this does not necessarily cover internal or certain day-to-day patient correspondence. (6 pages, 1228 words)

New Patient Intake Responsibilities:

The Medical Office Manager will be responsible for maintaining all patient records and their location (i.e. by wall unit and shelf row number).

New Patient Intake Definitions:

Health Insurance Portability and Accountability Act of 1996 (HIPAA or also known as the Kennedy-Kassabaum Act) is a federal law that amends the Internal Revenue Code of 1986 to limit waste, fraud, and abuse in health insurance and health care delivery and to simplify the administration of health insurance. HIPAA, Public Law 104-191 was signed into law on August 21, 1996. Included in the law is a separate section intended to reduce the administrative costs of health care. HIPAA has varying implementation effective dates for different sections.

Need to Know – A security term used to define access requirements for sensitive or confidential information. The term implies that only those individuals that have a valid purpose or requirement should be allowed access to the information.

MDO101 New Patient Intake ProcedureNew Patient Intake Procedure Activities

  • New Patient File
  • Computer Input
  • Medical Records Access
  • Medical Records Maintenance

New Patient Intake Procedure Forms


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