First - Double Check Enrollment
Step 1 – Enter the patient's name in the search bar, then hit “Find”.
Step 2 – After making sure the patient is not in the system, click “New”. This will allow you to start the Enrollment.
Overview
Quick Enrollment - Part 1
1. Referral Agency/Site: This is a drop-down menu that allows you to choose who the Referral Agency/Site was for a patient.
2. Referral Source: This is a drop-down menu that allows you to choose who the Referral Source was for a patient.
3. Referral Type: This is a drop-down to note how they were referred.
4. Referral Status: A selection for the
5. Referral Date: This allows you to choose the date of referral. Clicking on the date will open a calendar that can be adjusted to reflect any date needed.
6. Referral Start Time: Record of when the Initial call started. This defaults to the current time
7. Intake Date and Time: Allowing you to input when the patient started services. These can be selected via the pop-up Calander/Time selection or manually entered.
8. Program Indicator: This allows you to choose what program the patient belongs to.
9. Funding, Policy Number, Group Number: These 3 sections will allow you to enter payor/insurance information for the patient.
Quick Enrollment - Part 2
1. Patient Information: This section will you to update all of the patient information, First & Last name, Initial, Date of Birth, SSN.
2. Gender/ Race/ Language: This section will allow you to update Patients Gender information, Gender Identity, Sexual Orientation, Race, Ethnicity, Preferred Language.
Quick Enrollment - Part 3
1. Residence Address Input: This section allows you to input the appropriate residence information that should be associated with the patient. Address, Zip code, City, Preferred contact, Phone’s, Email, and some contact options.
2. Medicaid ID/ Health Plan: This section will allow you to input Medicaid ID information and select the health plan associated with the patient.
3. Submit/Reset: Reset will remove all the entered fields. Submit will save and add the patient to Axiom.