You add a new patient to Solum while you request work for them: a Verification of Benefits (VOB) or a prior authorization. Solum creates the patient as part of that request, so you only type their details once.
Create a Patient with a VOB
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Go to Verification of Benefits in the left menu.
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Click Create VOB.
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Search for the patient by name. If they are not on file, click Add a new patient, or Add “name” as a new patient under the search results to keep the name you typed.
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Fill in the patient’s details:
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Add each insurance on the patient’s card. Each insurance becomes its own VOB. If the insurance is not in the dropdown, follow the Insurance Guide.
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Click Create VOB.
If a patient with the same name and date of birth is already on file, Solum shows a warning under the date of birth. Click Use this patient to request the VOB for that record instead and keep their history in one place.
Create a Patient with a Prior Authorization
- Go to Prior Authorizations in the left menu.
- Click New Request.
- Upload the patient’s documents, such as a referral or an insurance card. Solum reads the patient’s details from them; to type the details yourself, click Enter manually instead.
- Review the patient’s details. When the documents match a patient already on file, Solum says so and uses that record; otherwise the patient is created with the request.
See Requesting a Prior Authorization for every step of the request.
After Creating the Patient
The patient’s profile is under Patients in the left menu. From there you can edit their details and insurances, and run another Verification of Benefits from Actions in the top right corner.
Troubleshooting
