Accessing Patient Record Tabs

This page appears when Harvest Webstation is unable to find a match for your entry in the Patient or ID field from the Order Samples: Patient & Order Choices page, when you click the Add Patient button in the Order Samples: Find Patient or Order Samples: Patient List pages, when there is only one match from a patient search accessed from the main Results page, or if you click a patient name in the Patient Search Results, Unreleased Orders, Orders in Progress (technologists only), or Completed Results pages.

Harvest Webstation displays the Patient tab by default when you access the page during order entry, or it displays the Orders tab when you access the page by performing a patient search or click a patient's name on any of the order list pages.

Use the Insurance tab to view, edit, or delete the patient's insurance information for up to three carriers or to access the Patient, Orders, Encounter, Alerts, or Recurring Orders tabs. If you make changes to the information on any of these tabs and then click on a different tab, the changes will automatically be saved. If there are alerts for the patient, then the Alerts tab name appears as "Alerts!" with an exclamation point.

IMPORTANT: When creating a new patient record, you must save the information on the Patient tab before you may enter insurance, encounter, or alert information.

Using the Insurance Tab

The patient's Name and Patient ID are listed at the top of the tab. Note that Harvest Webstation appends "[DECEASED]" to the patient's name in the list of matches if the patient is marked as deceased on this page (see below) or in Harvest.

Note that you must have the necessary security settings in order to edit information on the Insurance Tab. See Configuring Harvest Webstation: Establishing Security Settings for more information. Otherwise, you may only view the information on the Insurance Tab.

The fields on the Insurance tab are used to define up to three insurance carriers for a patient. Be sure to enter the primary insurance company into the Primary section of the Insurance tab.

All testing requested for this patient will have a testing location based upon the destinations that are defined for the patient's insurance company. For the insurance screening features to function, you only need to select the insurance company.

Click the Manage Insurance button to access the Edit Patient Insurance page to modify the patient's insurance record. See Edit Patient Insurance for more information on using this page.

Note that you must have the necessary security settings in order to access the Edit Patient Insurance page. See Configuring Harvest Webstation: Establishing Security Settings for more information.

After making your changes on the Edit Patient Insurance page:

• If you accessed this page during order entry, access the Patient tab and then click the Save & Return to Order button to save your changes and return to the preceding page.
• If you accessed this page from performing a patient search, access the Patient, Encounter, or Alerts tab and then click the Save button to save any changes you made.