Journeys
The journeys a receptionist walks, step by step. Each step opens the screen it happens on.
For a receptionist
Check a patient before the visit
Know in a minute whether the patient is covered.Start from Home and open Patients.
Open screen 2PatientsFind the patient or start a new check.
Open screen 3PurposePick the purpose and the service date.
Open screen 4Patient identityConfirm the patient identity.
Open screen 5DemographicsFill the demographics.
Open screen 6ProviderName the facility and its type.
Open screen 7CoverageCheck the coverage.
Open screen 8Review and submitReview everything, then submit.
Open screen 9Eligibility resultRead the answer. A soft suggestion offers a prior authorization next.
Open screenCheck a newborn
Cover a baby that has no ID of its own yet.Choose the purpose.
Open screen 2Patient identityEnter the baby as the patient.
Open screen 3NewbornEnter the baby and the mother fields. The 90-day rule shows as help text.
Open screen 4Review and submitNewborn details appear in the review.
Open screen 5Eligibility resultRead the answer.
Open screenFollow a request that is still open
Find where a request is without asking anyone.Pick up an unfinished check
Resume a draft without starting again.Print the result for the patient file
Hand the patient or the file a copy of the answer.Find a record fast
Use the search box in the top bar.Work your queue
See what waits for you, oldest first.Hand a case to the approval desk
Escalate with a note, not a phone call.For everyone
Sign in
Get in safely. After sign in the wireframes ask who you are; the real portal opens the home of your own role.First sign in
Replace the temporary password, then enroll.First time with two-step sign in
Enroll before you continue.Lost your phone
Get in without the Authenticator app.Forgot the password
Recover without calling anyone.Your password expired
Replace it when the policy says so.Ask for an account or for access
No account yet, or the wrong role.Look after your own account
Password, sessions, history and notifications.Time out and sign out
What happens when you step away.When you cannot open something
A clear reason and a way forward.A record of another facility (CL-30091) shows as a hidden row with no patient details. The Administrator and the Auditor read every facility, so they see it listed with its facility in the Multi-facility state.
Open screen 2This record belongs to another facilityClick the hidden row. Read why, then go back.
Open screen 3HomeOpen an area your role does not have.
Open screen 4No access to this areaAsk for access. The request is sent and logged.
Open screen 5Page not foundA wrong address ends here.
Open screenWhen the portal or NPHIES is down
Know what is saved and what is not.Find help
Get an answer without leaving the portal.Hospital flows, end to end
Flows that cross roles. Each step names the role that does it. A step you can open in your own menu is a link. A step that only another role can open is shown as text with that role named.
Patient arrives to cash collected
The revenue cycle, from the front desk to the bank.Check eligibility before the visit.
Open screen 2Receptionist (you)Eligibility resultRead the answer, print it for the file, hand the case to the approval desk.
Open screenAsk for prior authorization.
Opens in the Insurance approval officer menuRead the approval. It now shows in Ready to bill.
Open screen 5Claims officerWork queuesTake it from the Ready to bill queue.
Open screenReview and submit the claim.
Opens in the Claims officer menuSend it in a batch.
Opens in the Claims officer menuMatch the payment.
Opens in the Accounts receivable (A/R) menuRecord the payment notice.
Opens in the Accounts payable (A/P) menuRead the notice.
Opens in the Accounts payable (A/P) menuWhen NPHIES is down
Nothing is lost and nothing is sent twice.A banner says NPHIES is not answering.
Open screen 2Receptionist (you)Review and submitSave and send later.
Open screenSave and send later.
Opens in the Insurance approval officer menuSave and send later.
Opens in the Claims officer menuSee what is saved.
Open screenSee what was sent after the recovery (second release option).
Opens in the Administrator menuSwitch Patients from import to live reference
The with-data case: guarded, confirmed and audited.Patients is Import with 12,480 records.
Opens in the Super admin menuRead the impact, see the open transactions, pick the path.
Opens in the Super admin menuType the confirmation and the reason. If open transactions exist the change waits until they close.
Opens in the Super admin menuThe list now shows the source badge and reference ids.
Open screenRead the change and its reason.
Opens in the Auditor (read-only) menuFind a patient from the hospital system and start an eligibility check
No retyping: the patient comes from the source.Find in hospital system by national ID. The fields arrive read only with a source badge.
Open screen 2Receptionist (you)DemographicsComplete what the source does not hold.
Open screen 3Receptionist (you)Review and submitReview and submit.
Open screen 4Receptionist (you)Eligibility resultRead the answer.
Open screenWhen the hospital system is down
Desks keep working where the fallback allows, and nothing is lost.A banner says the hospital system is not answering.
Open screen 2Receptionist (you)Patient identityLookup is unavailable. Enter the patient by hand if the fallback allows.
Open screenPractitioners come from the last known copy, marked as not refreshed.
Opens in the Insurance approval officer menuThe service catalogue is read only until the source is back.
Opens in the Claims officer menuRead the status and the fallback per entity.
Opens in the Super admin menuAfter recovery, fix the rows that failed.
Opens in the Super admin menu