Case Management
How do I pink a patient when they are released from care?
Organization ApprovedSource Verified
Summary
On the release visit, make the confirmation call to the adjuster or attorney with the patient present, have the patient complete the Patient Satisfaction Questionnaire, then complete the Patient Discharge Information (Pink Slip) and log the patient before the chart moves to the Final Packet basket.
- 1While the patient is with the doctor for the final re-exam, pull up the case in Medisoft and record the attorney or adjuster contact information and claim number.
- 2Ask the patient to sign and date the daily treatment note and complete the Patient Satisfaction Questionnaire at checkout; file the completed questionnaire on the left side of the chart.
- 3If the patient gives a negative review, email the questionnaire to Quality Assurance immediately.
- 4With the patient present, call the adjuster or attorney on speaker phone to advise the patient is being released. Do not call the adjuster if the patient is attorney represented.
- 5Tell the carrier or attorney the bill and records will be sent within 2 days and ask if anything else is needed to begin the settlement/demand. If leaving a message, request a callback to the patient and give the patient the contact information.
- 6Complete the Patient Discharge Information (Pink Slip): patient name, today's date, current balance due, and reason for discharge (PRN, non-compliance, no coverage, referred elsewhere). Do not sign 'Logged By' yet.
- 7Enter final services on the Patient Ledger (Gold) Card, in Medisoft, and in the Appointment Book, then print a Medisoft ledger and place it in the chart.
- 8Staple the Pink Slip to the top right of the Patient Ledger (Gold) Card.
- 9Log the patient on the Final Packet Log with name, account number, lien date, and date pinked. If no Final Packet will be sent, put NA in the Final Packet boxes and note the reason.
- 10Only after logging, sign and date the 'Logged By CA' area of the Pink Slip, matching the pinked date.
- 11The doctor signs and dates 'Approved by D.C.' after the physician report is completed.
- 12Place the chart in the Final Packet basket/pocket and follow the state-specific Final Packet process.
Important
Every patient released from care must be pinked before the chart is filed as inactive. Sign 'Logged By CA' only after the patient is on the Final Packet Log.
Citation
CA Manual, Patient release confirmation call; Patient Satisfaction Questionnaire; Patient Discharge Information (Pink Slip), p. Patient Records · Revised 2/9/26Answers source the CA Manual first; the Medisoft guide is used only where the CA Manual does not cover the task.