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How to Manually Register Patients for InstyMeds
Before the prescriber can issue a prescription for the patient through the InstyMeds
Prescription Writer tool, the patient will need to be registered.
Step 1: Sign in to InstyMeds and click on “Registration” (p. 2) Step 2: Verify that the patient is not already registered. (p. 3) Step 3: Enter patient information and click “Save” (p. 4) Step 4: Scan insurance card (p. 5) – Optional Step
Note: For those that will be scanning insurance cards (versus manually entering the insurance information), please see Appendix A (p. 11-14) for instructions on scanner installation if install has not already taken place.
August 2010
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STEP 1: Sign in to InstyMeds: http://web1.instymeds.com
1.
2.
3.
1. Enter Username 2. Enter Password 3. Click the “Sign in” button
Click “Registration”
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STEP 2: Check if the patient has already been registered.
If the patient is already registered, that patient’s information will appear and the status message: “Existing Patient – Click save to re-register” will be displayed. If the patient had NOT already been registered, the patient information fields will remain blank and the status message will read: “New Patient – Enter patient information…”
New Patient – Enter patient information and click Save to register Status message
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Enter patient’s Medical Record # or Social Security Number (SSN). Click “Search…” button.
Enter Medical Record # or SSN and click on Search button to search for a previously registered patient
123456789
Existing Patient — Click Save to re-register
Status message
Patient Information
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Updating current registration list…
STEP 3: Enter patient information and click “Save”.
Click “Save” to register the patient and save their information.
The status message “Updating current registration list…” will be displayed and the “Current Registrations” list will be refreshed. You will be able to see the patient you just registered on that list (refresh page if name does not appear). The patient is now registered in the InstyMeds database. If you did not enter insurance information in the previous step because you will be scanning an insurance card, proceed to the next step.
Status message: “Updating current registration list…”
New Patient – Enter patient information and click Save to register
Enter patient information - fill
in all fields
Only enter insurance information if you will not be scanning the
patient’s insurance card. Click
“Save”
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STEP 4: Scanning the insurance card
After a patient is registered and they appear in the “Current Registrations” list, you will see the options “Scan Card”, allows you to scan in an insurance card for that patient, or “View Card” , allows you to view an insurance card that had been previously scanned in. To scan a patient’s insurance card, click on the “Scan Card” link.
Scanning application will open.
Click “Scan Card” next to the patient’s name
“[View Card]” indicates an insurance card has been scanned in for this patient and is available for you to view,
print, or delete.
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If this is the first time using the application on this computer, a security warning message may appear.
Place insurance card in scanner
Place insurance card face-down against the right side of the scanner
with the top end of card inserted into scanner.
Check “Always trust content from this publisher” and click “Run”
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Patient: Joe A. Johnson
Once the insurance card is in place, click “Scan Front”
Scanner will pull card through and image will be uploaded once progress bar reaches 100%.
Progress bar
Click “Scan Front”
Patient: Joe A Johnson Patient: Joe A. Johnson
If message appears to calibrate, see Appendix B (p. 16-17)
Patient: Joe A. Johnson
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Next, scan the back side of insurance card.
Turn the card face-up with the top of the card inserted into scanner.
Click “Scan Back”
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Both sides of the insurance card have now been scanned. Click Save.
Card images are now saved for that patient and may be viewed by clicking “View Card”
Click [View Card] to view scanned image or to print or delete image.
(If “View Card” does not appear, refresh page)
Click “Save” to save scanned images.
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Registration and Scanning Complete!
Option to print image or delete
Option to scan a new card
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Appendix A:
How to install the InstyMeds scanner (DocketPORT 667)
The scanner comes with a CD to install the program on your computer. Insert the CD into your CD drive on your computer. There are 2 installs performed from this CD. The CD should be recognized automatically and display the CD menu on your screen.
(If not, open the CD through the “My Computer” icon on your desktop.) Install #1:
Click on “Install Scanner Driver” to begin installation.
Click “Next”
Check “I accept the terms in the License Agreement” and click “Next”
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Select “Complete”
Click “Next”
Select “Install”
Click “Next”
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Connect the scanner to your computer.
Install #2:
Click “Finish”
Click on “Install DocketSCAN II” to begin installation.
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Check “I accept the terms in the License Agreement” and click “Next”
Select “Complete”
Click “Next”
Click “Next”
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Scanner Installation Complete!
Select “Install”
Click “Finish”
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Appendix B:
InstyMeds Scanner Calibration
When clicking on “Scan Front” or “Scan Back”, if a pop-up message to calibrate the scanner appears, insert the black and white calibration paper that came with your scanner face down into the scanner and click “Calibrate”.
You also have the option to manually open up the calibration window. To do so, right click on the screen and select “Configure Scanner”
Click “Calibrate”
Click “Configure Scanner…”
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Insert the black and white calibration paper that came with your scanner face down into the scanner and click Calibrate”.
A notice that the “Calibration was successful” will appear. Click “OK” to continue with scan.
Calibration Complete!
Click “Calibrate”
Click “OK”
Click “Scan” to continue with insurance card scan
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Manual Registration Cheat Sheet
Step 1: Sign in to InstyMeds http://web1.instymeds.com and click “Registration” (p. 2) Step 2: Verify that the patient is not already registered. (p. 3) Step 3: Enter patient information* (highlighted in yellow below) and click “Save” (p. 4) * enter patient’s insurance information if you will not be using a card scanner. Step 4: Scan insurance card (p. 5) – Optional Step
Registration Username: Password:
If you will be scanning the insurance card, no insurance information
needs to be entered here.
Or enter patient’s social security number (SSN)
instead of Medical Record #
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