Purpose
Confirm that MedFlow IO has successfully imported a patient’s demographic record.
Determine what information may still be missing.
Learn how to send the missing information to MedFlow IO Support.
Prerequisites
You have already faxed or uploaded the patient’s demographic sheet to MedFlow Support.
You are logged in to the MedFlow portal with permission to view Patients and Demographics.
Quick Workflow
Open the View Demographics tab.
Search for the patient.
Apply the Not Scheduled filter.
Review the Reason column to identify missing data.
Send any missing information to MedFlow Support:
Email: [email protected]
Chat: Use the messenger icon (bottom right).
Phone: +1 813‑737‑7273
What Information Do We Need Before Setting the Appointment on the Schedule?
Patient: Name, Address, Phone Number, Date of Birth
Insurance: Name, ID, and Secondary Insurance (if applicable)
Procedure: Date, Provider, Name, valid ICD Codes (provided on the guide or notes on the demo)
Step-by-Step Instructions
1. Access View Demographics
From the Home screen, click View Demographics in the center panel, or go to Patients ▸ View Demographics from the left navigation.
2. Locate the Patient Record
Use the search bar to enter the patient’s Last Name, First Name, or MRN. If the patient record appears here but not on your Appointment Schedule, MedFlow IO has received the file.This confirmation is part of MedFlow IO's standardized process for handling uploaded patient demographics.
3. Apply the “Not Scheduled” Filter
Click the Not Scheduled tab (above the list).
This view shows only demographic records that still need additional data before scheduling.
4. Identify What’s Missing
Look at the Reason column next to the patient’s name.
Common reasons include:
Missing Date of Service: Surgery/procedure date not provided.
Missing Provider: No surgeon or provider assigned.
Missing Incision Info: Incision length/details required for orthopedic cases are missing.
Missing Insurance: Payer details not included.
5. Provide the Missing Information
Gather the required data and send it to MedFlow IO Support:
Email:
Send to [email protected]
Use this template:
Subject:
Missing Info – [Patient Name]
Body:
Patient: Last Name, First Name
DOB / MRN (if available)
Missing Data Provided (Attach updated demographic sheet if needed)
Phone:
Call +1- 813‑737‑7273 (Mon–Fri, 8 AM–6 PM ET) and provide the missing details.
In‑App Chat:
Click the chat icon in the bottom-right corner of the portal and paste the missing information.
Ask to speak with a representative if you need immediate help.
Once MedFlow receives and confirms the information, a teammate will update the record and place the patient on the schedule.
FAQs
Q: I do not see a patient in the portal—what should I do?
First, confirm that you’ve already faxed or uploaded the patient’s demographic sheet.
If you have, try refreshing the page or searching again.
If the patient still doesn’t appear in View Demographics, re‐fax or re‐upload the demographic sheet and contact MedFlow Support for further assistance.- Seeing the patient record in View Demographics confirms that MedFlow IO has successfully received and processed the uploaded demographic file.
Q: How long after I email missing data will the patient appear on the schedule?Q: How does MedFlow IO process uploaded patient demographics?
After receiving uploaded demographics, MedFlow IO confirms receipt by displaying the patient in the View Demographics section.
The information is then processed, and patients are added to the schedule.
If appointments are not visible immediately, it indicates that processing is still ongoing.
Usually within 1–2 business days—often sooner.- Users can expect prompt communication confirming that the file has been received and that processing is underway.
Although scheduling is typically quick, some delays may occur depending on the data volume being processed.
Q: Can I edit the demographic record myself?
Not at this time—please email [email protected] with any updates.
Other Tips:
If the Reason column is blank, refresh your browser. If it remains blank, email [email protected].
Need an incision spreadsheet? Email [email protected] to request one.
Contact Information
Email: [email protected]
Phone: +1 813‑737‑7273 (Mon–Fri, 8 AM–6 PM ET)
In‑App Chat: Click the chat icon in the bottom-right corner to start a conversation with a team member.
Last updated: June 30, 2025