Gathering Information from the Unwilling

$62.00

 

This course provides tips and tools to help you put patients at ease as you gather information needed to create the patient’s record. Learn the “why” behind the questions you need to ask. Scroll down to learn more about this patient access education!

Description

Are you looking for patient access education? It can be a challenge to obtain complete demographic information from someone who is scared, in pain, tired, or just short of patience. How do you ask a complete stranger questions about gender, race, ethnicity, religion, and medical concerns?

This course provides tips and tools to help you put patients at ease as you gather information needed to create the patient’s record. Learn the “why” behind the questions you need to ask.
This course is recommended for inclusion in patient access onboarding or annual compliance training plans.

Objectives:

Lesson 1: Patient Information

  • Identify strong probing questions to use when searching for a patient record
  • Identify reasons for having a patient’s photo included in the medical record
  • Identify the reason information on race and ethnicity is gathered
  • Identify the most appropriate method for gathering gender and race/ethnicity information

Lesson 2: Demographic Information

  • Identify the best practice for asking patients for information
  • Identify the types of addresses commonly gathered and why
  • Explain why gathering next of kin information is important in all situations

Lesson 3: Financial Information

  • Identify the reasons it is important to gather accident-related information
  • Identify the best practice for explaining which insurance will be billed
  • Take appropriate actions based on insurance eligibility information

Lesson 4: Episode of Care

  • Recognize the best practice approach when inquiring about the reason for the patient’s visit
  • Explain what is typically included in the Conditions of Admission
  • Identify the best practice approach when asking patients for signatures

View a quick course preview! https://youtu.be/9QVQe1U_aEc

We have additional patient access education you’ll love! View it here.

Target Audience

  • Patient Access Leaders
  • Patient Access Professionals
  • Revenue Cycle Professionals
  • Ancillary Departments with Registration Responsibilities

CE Credits

AHIMA
This program has been approved for 1 continuing education units for use in fulfilling the continued education requirements of the American Health Information Management Association (AHIMA). Granting prior approval from AHIMA does not constitute endorsement of the program content or its program sponsor.

  • Domain: Revenue Cycle Management

Course Preview

Purchasing Details

  • Upon purchase, you will have a 6-month subscription to this course. This will allow you the opportunity to complete and review as often as you like for 6 months.
  • Courses are accessed through www.haugenacademy.com.
  • Visit our FAQ page for technical requirements and additional details.

71 reviews for Gathering Information from the Unwilling

4.2
4.2 out of 5 paws (based on 71 reviews)
Top dog!58%
Doggone good!9%
It was OK.32%
It was a bit RUFF.1%
Bad to the bone.0%

 

September 15, 2025

To many words and different things besides what to do and what not to do.

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Haugen Academy Learner

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