Intake Interviewer how-to

How to Register a Patient Without Errors

Accurate registration prevents billing problems.

Updated By the Career Education Institute Curriculum Team
Quick answer

Accurate registration prevents billing problems. In short: ask; search; confirm, then complete the remaining steps below.

Step by step

  1. Ask for two identifiers.

  2. Search for existing records.

  3. Confirm demographics.

  4. Scan ID and insurance card.

  5. Verify coverage.

  6. Collect copay and consents.

Safety reminders for intake interviewers

  • Protect personal data
  • Follow HIPAA
  • Know emergency procedures
  • Verify identity

Intake · Registration · Insurance verification · Demographics · Copay · Consent form: see the full intake interviewer glossary.

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