Knowledge Base Article #698:

Question: How do I admit a patient into Care Portal?

Answer: Here are the steps to admit a patient into Care Portal:

1. from main CP home page, click CLINICAL then click either ‘New Patient’ or ‘Add New’ link
2. complete appropriate fields on DEMOGRAPHICS screen and click [Save]
3. click ‘Patient Primary Referral’ link; click [New Entry] on next screen
4. enter referral date/time, primary referral source and projected verbal SOC date; click [Save] then click [Back] to return to DEMOGRAPHICS screen
5. click ‘Patient Resource Assignment’ link; click [New Entry] on next screen
6. enter worker, pay rate and pay rate basis; click [Save] then click [Back] to return to DEMOGRAPHICS screen
7. click ‘Patient Negotiated Charge Information’ link; click [New Entry] on next screen
8. enter discipline, charge rate and charge rate basis; click [Save] then click [Back] to return to DEMOGRAPHICS screen
9. click ‘Patient Profile’ (to display menu options), click ‘Orders’ link; click [New Entry] on next screen
10. enter discipline; click [Save]; click [New Entry] in Frequency/Duration section
11. enter frequency / duration based on patient’s staffing needs; click [Save]; click [New Entry] in Scheduler Maker section
12. enter start / end times, worker and days for schedule; click [Save]
13. click ‘Home’ link to return to main CP home page, click WORKFLOW then click ‘Confirm Admissions and/or Non-Admit Patients’ link
14. check box in ‘Confirm Admission’ column, click [Save], click [Continue] then click ‘Home’ link to return to main CP home page