METHOD AND APPARATUS FOR ROUTING A PATIENT TO A HEALTH CARE PROVIDER AND LOCATION
First Claim
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1. A method for routing patients within a practice of health care providers, the method comprising:
- determining a set of active providers from a plurality of providers based on whether a provider has at least one active schedule in a practice management system;
determining a set of active locations from a plurality of locations based on whether a location has at least one active schedule in the practice management system;
determining one or more patient types for the patient based on data associated with patient in the practice management system, wherein no more than one of the patient types is designated in a patient reactivation system as a primary patient type of the patient;
determining a first location based on data associated with the patient in the practice management system;
determining a first provider based on data associated with the patient in the practice management system;
determining a transfer status associated with the first provider, the transfer status indicating a scheduling preference of the first provider based on the primary patient type of the patient;
in response to the transfer status indicating that the first provider does not want existing patients to be contacted, disqualifying the patient in the patient reactivation system from being contacted to schedule a future appointment;
in response to the transfer status indicating that, for patients of the primary patient type, the first provider wants existing patients of the first provider to be routed to the first provider;
determining a second location to route the patient to based on the first location and data in the patient reactivation system;
routing the patient to the first provider at the second location;
in response to the transfer status indicating that the first provider wants existing patients of the first provider routed to a second provider;
determining a second location to route the patient to based on the first location and data in the patient reactivation system;
determining a second provider to route the patient to based on the primary patient type and data in the patient reactivation system; and
routing the patient to the second provider at the second location.
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Abstract
A method and apparatus for identifying the best provider and location to treat a patient using standard billing and other practice management system (“PMS”) data, combined with provider, location and patient type preferences, so that exactly those patients matching said preferences will be contacted and invited to make an appointment.
25 Citations
36 Claims
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1. A method for routing patients within a practice of health care providers, the method comprising:
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determining a set of active providers from a plurality of providers based on whether a provider has at least one active schedule in a practice management system; determining a set of active locations from a plurality of locations based on whether a location has at least one active schedule in the practice management system; determining one or more patient types for the patient based on data associated with patient in the practice management system, wherein no more than one of the patient types is designated in a patient reactivation system as a primary patient type of the patient; determining a first location based on data associated with the patient in the practice management system; determining a first provider based on data associated with the patient in the practice management system; determining a transfer status associated with the first provider, the transfer status indicating a scheduling preference of the first provider based on the primary patient type of the patient; in response to the transfer status indicating that the first provider does not want existing patients to be contacted, disqualifying the patient in the patient reactivation system from being contacted to schedule a future appointment; in response to the transfer status indicating that, for patients of the primary patient type, the first provider wants existing patients of the first provider to be routed to the first provider; determining a second location to route the patient to based on the first location and data in the patient reactivation system; routing the patient to the first provider at the second location; in response to the transfer status indicating that the first provider wants existing patients of the first provider routed to a second provider; determining a second location to route the patient to based on the first location and data in the patient reactivation system; determining a second provider to route the patient to based on the primary patient type and data in the patient reactivation system; and routing the patient to the second provider at the second location. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12)
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13. A computer-readable medium encoded with computer-executable instructions for routing patients within a practice of health care providers, the computer-executable instructions, when executed by a processor of a computer, operable to cause the computer to perform the steps of:
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determining a set of active providers from the plurality of providers based on whether a provider has at least one active schedule in a practice management system; determining a set of active locations from the plurality of locations based on whether a location has at least one active schedule in the practice management system; determining one or more patient types for the patient based on the data associated with patient in the practice management system, wherein no more than one of the patient types is designated in a patient reactivation system as a primary patient type of the patient; determining a first location based on data associated with the patient in the practice management system; determining a first provider based on data associated with the patient in the practice management system; determining a transfer status associated with the first provider, the transfer status indicating a scheduling preference of the first provider based on the primary patient type of the patient; in response to the transfer status indicating that the first provider does not want existing patients to be contacted, disqualifying the patient in the patient reactivation system from being contacted to schedule a future appointment; in response to the transfer status indicating that the first provider wants existing patients of the first provider to be routed to the first provider; determining a second location to route the patient to based on the first location and data in the patient reactivation system; routing the patient to the first provider at the second location; in response to the transfer status indicating that the first provider wants existing patients of the first provider routed to a second provider; determining a second location to route the patient to based on the first location and data in the patient reactivation system; determining a second provider to route the patient to based on the primary patient type and data in the patient reactivation system; and routing the patient to the second provider at the second location. - View Dependent Claims (14, 15, 16, 17, 18, 19, 20, 21, 22, 23, 24)
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25. A patient reactivation system for routing patients within a practice of health care providers, the practice comprising a plurality of health care providers and a plurality of locations for providing health care services, the system comprising:
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a processor; a memory coupled to the processor, the memory comprising a computer-readable medium encoded with computer-executable instructions that, when executed by a processor of a computer, are operable to cause the computer to perform the steps of; determining a set of active providers from the plurality of providers based on whether a provider has at least one active schedule in a practice management system; determining a set of active locations from the plurality of locations based on whether a location has at least one active schedule in the practice management system; determining one or more patient types for the patient based on the data associated with patient in the practice management system, wherein no more than one of the patient types is designated in a patient reactivation system as a primary patient type of the patient; determining a first location based on data associated with the patient in the practice management system; determining a first provider based on data associated with the patient in the practice management system; determining a transfer status associated with the first provider, the transfer status indicating a scheduling preference of the first provider based on the primary patient type of the patient; in response to the transfer status indicating that the first provider does not want existing patients to be contacted, disqualifying the patient in the patient reactivation system from being contacted to schedule a future appointment; in response to the transfer status indicating that the first provider wants existing patients of the first provider to be routed to the first provider; determining a second location to route the patient to based on the first location and data in the patient reactivation system; routing the patient to the first provider at the second location; in response to the transfer status indicating that the first provider wants existing patients of the first provider routed to a second provider; determining a second location to route the patient to based on the first location and data in the patient reactivation system; determining a second provider to route the patient to based on the primary patient type and data in the patient reactivation system; and routing the patient to the second provider at the second location. - View Dependent Claims (26, 27, 28, 29, 30, 31, 32, 33, 34, 35, 36)
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Specification