This documentation will provide step by step instructions for adding a new Admit.

Inside the system

1. Click Admissions.
2. Select Admissions from the drop down.
3. Click the Green Add Button (The Add button on the Admission Grid will launch the new Admit Wizard in a separate tab. 
4. The Admit Wizard will move the user step by step through the process of creating an admission.)
   
   
    
5. The user will be required to search for an existing person or patient by entering part of the patient’s last name, first name, and/or Date of birth, and then clicking GO.
   
   
    
6. A list of all matching Patient or Person Records will be displayed.  An existing Patient or Person can be selected if the record already exists. Otherwise, a new record should be created by clicking the Add New Person/Patient button.
   
   
    
7. The Patient Demographics will be displayed and can be keyed/edited with the appropriate data.
   
   
    
8. The Patient Demographics will automatically allow a Home Address, Home Phone, Mobile, and Email Address. Additional Addresses and Contacts can still be added with the links shown to the right.
   
   
    
9. Once all Demographics are entered, click Next to move to the Admission Information.
   
   
    
10. On the Admission Information screen, the user will need to fill out the following information.

1. Admit Date/ Time
2. Legal Status (Involuntary, Minor, Voluntary, Court Order 21)
3. Admit Type (Emergency, Urgent, Elective, Newborn, Trauma, Not Available)
4. Admit Source (this is where they patient came from)
5. Level of Care (IP or OP)
   
   

Treatment Programs

Once the user has filled in the above fields the Programs section will populate the Treatment programs for the facility. The user should choose the Treatment program(s) that should be attached to that patient. The user should Click Next to move to the Guarantor Information.
 

If the patient is the Guarantor, then toggle Yes and click Next to move to the Insurance Information.

If the Guarantor is anyone other than the patient, then toggle No to get the option to Find and/or add a new Guarantor/Person Record.

A list of all matching Person Records will be displayed. An existing Person can be selected if the record already exists.  Otherwise, a new record should be created by clicking the Add New Person/Patient button as shown below. The user will then be prompted to fill in the demographic information for the Guarantor.

Once the user fills in the fields for the Guarantor information the User should click next to move to the Insurance Information.

The user will then go to the next screen which will be the Insurance information screen. The user should click Add insurance.

If the admission is for an existing patient, then the Insurance Policies from previous admissions will be displayed. Select the policies that should be included on the new admission and click Next to move forward.

However, if the admission is for a new patient,

• Select the Patient under the subscriber field and the system will then populate the screen to fill in the fields for the insurance information.
• If the patient has a guarantor (under the age of 18), The user can select the guarantor from the Add Insurance screen.  
• A new person can also be entered as the Subscriber.

Required fields have star beside them. The following information must be completed to move forward through the admission.

1. Last Name
2. First Name
3. Payor
4. Payor site
5. Subscriber ID
6. Relationship

Once the user has filled in the required fields, click Save.

• Additional 3rd Party Policies can be added with the Add Insurance Button. 
• Self Pay policies can be generated with the Generate Self Pay Button.

Once all policies are added, click Next to move to the Diagnosis Screen.

Diagnoses

The diagnosis Information screen is where the user should enter Diagnosis codes.  The user should enter any known diagnosis codes.

• Additional Other Diagnosis Codes can be added with the More Diagnoses link shown below. 
• Diagnosis Codes are not required to finish the Admission process but will give an error when the user tries to run claims for the patient.

Once the user has entered the Diagnosis codes, click Next to go to the Details information section.

The Details information screen is where the user will need to select the following items

1. Account Manager (this is the name of who is entering the patient admission)- This is a required field
2. Providers (admitting Physician, Attending Physician, Primary Care Physician, Primary Therapist, Referring Physician) This is not a required field to finish the admission and can be added under the Admit Detail section of the patients account.
3. Related Persons (Spouse, Emergency Contact) This is not a required field to finish the admission and can be added under the Admit Detail section of the patients account.
4. Related Organizations (Employer) This is not a required field to finish the admission and can be added under the Admit Detail section of the patients account.
5. Intake and Marketing- this section of the screen can be used if the facility uses these functions, if the facility does not then the user does not put anything.

Click Save Admission. The system will then take the user to the patient's account.