This article guides you on how to locate, manage, and utilize patient information within your account. You'll learn how to add patients, view their profiles, manage communication, and handle estimates.
Finding and Adding Patients
Communication Management
Patient Information Details
Handling Eligibility
Managing Estimates
1. Finding and Adding Patients
To locate or add a patient to your account Navigate to Estimates > Patients at the top of Rivet:
The patient page lists all patients added to the account.
Add patients manually using the Create Patient button, bulk upload via the Upload CSV button, or set up an integration to bring patient data from other systems.
You can also export all patients from this page.
Patient Profile Overview
Each patient profile comprises four main tabs:
Communication
Info
Eligibility
Estimates
2. Communication Management
The Communication tab includes:
A history of communications sent to the patient, including SMS or email estimates.
Access to the initial consent message for PHI (Protected Health Information) sharing.
A feature to add or view notes for a patient.
3. Patient Information Details
Under the Info tab, you'll find:
First name: required
last name: required
Birthdate: required
last 4 of the social
Email: required to email an estimate
Mobile number: required to send an estimate via sms
Phone number: optional
Fax number: optional
Address: Optional
EHR ID: unique patient identifier
REF: unique patient identifier from an integration (typically is the same as the ehr id)
Namespace: specific integration name the patient came from
Insurance product name: Example Blue Cross Blue Shield commercial
Subscriber ID: unique patient identifier for their insurance
Order of insurance: The order in which the patient’s insurance should apply primary secondary teritiary+
4. Handling Eligibility
The Eligibility tab allows you to:
View any eligibility checks conducted for the patient.
Perform new eligibility checks as needed.
5. Managing Estimates
In the Estimates tab, you can:
See a list of estimates created for a patient
Create new estimates.
Process additional payments
resend estimates
create co-provider estimate requests
modify estimates using the options provided
If you have any additional questions about Accessing Patients in Rivet feel free to chat in or email support@rivethealth.com
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