IP Library Patent Application 13083436
Patent Application
App. No. 13/083,436

Portal for viewing data from integrated medical software system

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Quick Facts
Patent No.
US None
App. No.
13/083,436
Abstract

A medical management system is provided that integrates all aspects of healthcare provider practice management and managed care, including schedule management, patient registration, insurance information, EMR and billing and collections. The system integrates a central framework module, a scheduling module, a registration module, an account management module and an electronic record module to provide a seamless exchange of information. A clinical module provides template builder which allows the users to define a customized template. The custom and standard templates are used by a document builder to generate documents, such as progress notes and H&P notes, which are retained in the patient's electronic chart. The progress note template allows the clinician to record a patient encounter by presenting the clinician with predefined sections and sentences that are easily completed by the clinician during or after the patient encounter. The templates and documents generated are designed to closely resemble a paper chart. Information gathered during patient scheduling and triage are referenced to pre-populate the templates to avoid having the clinician entering redundant information. The documents are relied upon to automatically generate patient superbills and electronic requests are sent to a claims clearinghouse.

Claims (60)

1 - 62 . (canceled)

63 . An integrated medical software system with location-driven bill coding, the system comprising:

an information software component executed by a processor of the system to automatically retrieve payment method data and demographic data for a patient and location data for a healthcare provider;

a clinical software component executed by the processor of the system to capture at least one of a diagnosis code, a procedure code, and an evaluation and management (E&M) code as at least one of a clinician and a staff member at the healthcare provider inputs clinical data for the patient into an electronic document during an encounter with the patient;

a mapping software component executed by the processor of the system to automatically associate a billing code with the at least one of a diagnosis code, a procedure code, and an E&M code and assigns a service cost to the billing code based on a pre-defined fee schedule, said pre-defined fee schedule being automatically chosen based on the location data for the healthcare provider; and

a service detail entry software component executed by the processor of the system to use the payment method data and the demographic data for the patient and the service cost to automatically generate at least one of a bill, a claim, and a statement for the patient.

64 . The integrated software system of claim 63 , further comprising an administrative software component executed by the processor of the system to provide

a plurality of pre-defined fee schedules from which the mapping software component chooses said pre-defined fee schedule based on the location data of the healthcare provider; and

allowed amount data corresponding to a payor identified by the payment method data for the patient,

wherein the allowed amount data and the chosen per-defined fee schedule is used by the service detail entry component to determine an allowed service cost that the payor will pay for the patient.

65 . The integrated software system of claim 64 , wherein the service detail entry software component automatically recalculates the allowed service cost when at least one of the payor identified by the payment method data of the patient changes and the allowed amount data corresponding to the payor changes.

66 . The integrated software system of claim 63 , further comprising an administrative software component executed by the processor of the system to provide functionality for viewing at least one of a bill, a claim, and a statement for the patient generated at multiple healthcare providers based on a common tax identifier shared by those healthcare providers.

67 . The integrated software system of claim 63 , further comprising:

a database that stores scheduling data, financial data, the demographic data, and the clinical data for the patient in a normalized data format;

a scheduling software module executed by the processor of the system to capture scheduling data in the normalized data format and to schedule the patient and at least one of a clinician, a staff member, and equipment at a healthcare provider using the scheduling data and the demographic data, said scheduling data including the location data for the healthcare provider;

an account management software module executed by the processor of the system to capture financial data for the patient in the normalized data format, said account management software module including the information software component, the mapping software component, and the service detail entry software component, and said financial data including the payment method data for the patient and the service cost;

a clinical software module executed by the processor of the system to create the electronic document and to capture the clinical data in the normalized data format, said clinical module including the clinical component; and

a framework software module that is integrated with the scheduling software module, the account management software module, and the clinical module using a common architecture and that is executed by the processor of the system to support an exchange of the scheduling data, the financial data, the demographic data, and the clinical data between those software modules and with the database in the normalized data format.

68 . The integrated software system of claim 67 , further comprising:

a registration software module executed by the processor of the system to capture the demographic data for the patient, said demographic data including at least one of a name, a digital photograph, an address, a date of birth, an age, a social security number, and a sex of the patient,

wherein the information software component automatically retrieves the demographic data for the patient from the registration software module.

69 . The integrated software system of claim 67 , wherein the information software component automatically retrieves the location data for the healthcare provider from the scheduling software module.

70 . The integrated software system of claim 63 , wherein

the information software component also automatically retrieves date of service data and healthcare provider identification data for the patient and the healthcare provider; and

the service detail entry software component also uses the date of service information and the healthcare provider identification information to automatically generate the at least one of a bill, a claim, and a statement.

71 . The integrated software system of claim 63 , wherein the service detail entry software component uses the payment method data and the demographic data for the patient and the service cost to automatically generate an electronic insurance claim and communicates with an automated claims clearinghouse to electronically process the insurance claim.

72 . The integrated software system of claim 71 , wherein

the insurance claim is generated by automatically populating each required field in an institutional or professional claim form; and

the institutional or professional claim form is communicated to the automated claim clearinghouse in the ANSI X12 837 data format.

73 . A method for providing location-driven bill coding with an integrated medical software system, said method being embodied on a processor-executable medium and said integrated medical software system having a processor that executes the method to perform the steps of:

using an information software component to automatically retrieve payment method data and demographic data for a patient and location data for a healthcare provider;

using a clinical software component to capture at least one of a diagnosis code, a procedure code, and an evaluation and management (E&M) code as at least one of a clinician and a staff member at the healthcare provider inputs clinical data for the patient into the an electronic document during an encounter with the patient;

using a mapping software component to automatically associate a billing code with the at least one of a pathology code, a procedural code, and an E&M code and to assign a service cost to the billing code based on a pre-defined fee schedule, said pre-defined fee schedule being automatically chosen based on the location data for the healthcare provider; and

using a service detail entry software component to automatically generate at least one of a bill, a claim, and a statement for the patient with the payment method data and the demographic data for the patient and the service cost.

74 . The method of claim 73 , further comprising the steps of:

providing an administrative software component that includes

a plurality of pre-defined fee schedules from which the mapping software component chooses said pre-defined fee schedule based on the location data of the healthcare provider, and

allowed amount data corresponding to a payor identified by the payment method data for the patient; and

using the service detail entry software component to determine an allowed service cost that the payor will pay for the patient based on the chosen pre-defined fee schedule and the allowed amount data.

75 . The method of claim 74 , further comprising the step of said service detail entry software component automatically recalculating the allowed service cost when at least one of the payor identified by the payment method data of the patient and the allowed amount data corresponding to the payor changes.

76 . The method of claim 73 , further comprising the step of using an administrative software component to view at least one of a bill, a claim, and a statement for the patient generated at multiple healthcare providers based on a common tax identifier shared by those healthcare providers.

77 . The method of claim 73 , further comprising the steps of:

using a scheduling software module to capture scheduling data in a normalized data format and to schedule the patient and at least one of a clinician, a staff member, and equipment at a healthcare provider using the scheduling data and the demographic data, said scheduling data including the location data for the healthcare provider;

using an account management software module to capture financial data for the patient in the normalized data format, said account management software module including the information software component, the mapping software component, and the service detail entry software component, and said financial data including the payment method data for the patient and the service cost;

using a clinical software module to create the electronic document, said clinical module including the clinical component; and

using a database to store the scheduling data, the financial data, the demographic data, and the clinical data for the patient in the normalized data format,

wherein a framework software module is integrated with the scheduling software module, the account management software module, and the clinical software module using a common architecture and that supports an exchange of the scheduling data, the financial data, the demographic data, and the clinical data between those software modules and with the database in the normalized data format.

78 . The method of claim 77 , further comprising the step of:

using a registration software module to capture the demographic data for the patient, said demographic data including at least one of a name, a digital photograph, an address, a date of birth, an age, a social security number, and a sex of the patient,

wherein the information software component automatically retrieves the demographic data for the patient from the registration software module.

79 . The method of claim 77 , wherein the information software component automatically retrieves the location data for the healthcare provider from the scheduling software module.

80 . The method of claim 73 , wherein

the information software component also automatically retrieves date of service data and healthcare provider identification data for the patient and the healthcare provider; and

the service detail entry software component also uses the date of service information and the healthcare provider identification information to automatically generate the at least one of a bill, a claim, and a statement.

81 . The method of claim 73 , wherein the service detail entry software component

uses the payment method data and the demographic data for the patient and the service cost to automatically generate an electronic insurance claim, and

communicates with an automated claims clearinghouse to electronically process the insurance claim.

82 . The method of claim 81 , wherein

the insurance claim is generated by automatically populating each required field in an institutional or professional claim form; and

the institutional or professional claim form is communicated to the automated claim clearinghouse in the ANSI X12 837 data format.

Assignments (8)
RELEASE OF SECURITY INTEREST Recorded Apr 17, 2024
From: JEFFERIES FINANCE LLC
To: GREENWAY HEALTH, INC.
Reel/Frame 067141/0251 →
RELEASE OF SECURITY INTEREST Recorded Dec 21, 2023
From: GREENWAY HEALTH, INC.
To: GREENWAY HEALTH, INC.
Reel/Frame 065933/0753 →
RELEASE OF SECURITY INTEREST Recorded Mar 7, 2017
From: JEFFERIES FINANCE LLC
To: VITERA HEALTHCARE SOLUTIONS, LLC; LIGHTNING ACQUISITION, LLC; RED MOUNTAIN HOLDCO, INC.; SUCCESSEHS, INC.; EHS HOLDINGS, INC.; INTEGRATED PHYSICIAN SYSTEMS, L.L.C.; CRESTVIEW ACQUISITION CORP.; GREENWAY MEDICAL TECHNOLOGIES, INC.; GREENWAY REGISTRY, LLC; GREENWAY, LLC
Reel/Frame 041484/0218 →
SECURITY INTEREST Recorded Mar 7, 2017
From: GREENWAY HEALTH, INC.
To: JEFFERIES FINANCE LLC
Reel/Frame 041484/0482 →
RELEASE OF SECURITY INTEREST Recorded Mar 7, 2017
From: JEFFERIES FINANCE LLC
To: VITERA HEALTHCARE SOLUTIONS, LLC; LIGHTNING ACQUISITION, LLC; RED MOUNTAIN HOLDCO, INC.; SUCCESSEHS, INC.; EHS HOLDINGS, INC.; INTEGRATED PHYSICIAN SYSTEMS, L.L.C.; CRESTVIEW ACQUISITION CORP.; GREENWAY MEDICAL TECHNOLOGIES, INC.; GREENWAY REGISTRY, LLC; GREENWAY, LLC
Reel/Frame 041484/0165 →
FIRST LIEN PATENT SECURITY AGREEMENT Recorded Nov 14, 2013
From: GREENWAY MEDICAL TECHNOLOGIES, INC.; GREENWAY REGISTRY, LLC; GREENWAY, LLC
To: JEFFERIES FINANCE LLC
Reel/Frame 031644/0365 →
SECOND LIEN PATENT SECURITY AGREEMENT Recorded Nov 14, 2013
From: GREENWAY MEDICAL TECHNOLOGIES, INC.; GREENWAY REGISTRY, LLC; GREENWAY, LLC
To: JEFFERIES FINANCE LLC
Reel/Frame 031644/0386 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jul 18, 2011
From: GREEN, W. THOMAS, III; INGRAM, JAMES T.; SAMPLES, JOHNATHAN; SCHULENBURG, GREGORY H.
To: GREENWAY MEDICAL TECHNOLOGIES, INC.
Reel/Frame 026605/0660 →