Call Process
How do we know if it’s the right patient calling?
Ans: After verifying the name and DOB, click the box “Patient is caller” if not, click the box “Relation” for the appropriate title
Where do you go to view all tasks?
Go to view/ Current Patient all
Under Lab work, what information can we give the client about their Labs?
We can let them know that their labs have been received
When scheduling and setting appointments as representative should always...
Probe for information, be precise and to the point.
When writing the comment under Call Process what proper etiquettes should be followed?
No Abbreviations, No paragraphs but be precise and fill in the needed descriptions
Can a PAS Representative reactivate a Task?
Only Practices can reactivate a Task
What options do we have for viewing information?
We have the options to use the magnifying glass or we can use All view where we’re able to see everything
How many patient charts should be open at one time?
One
What 3 Key points needed to fill under NAME when putting patient’s information?
first 3 letters of last name and first name and their YOB, and comma not period. Also, under “route to:” always click “Team”
When can you reply to a patient task?
Only when it's active.
What is one option for creating a new task?
We are able to highlight then click the right side of the mouse – click new task- make sure we are putting the drop down on Med Renewal if this is what they are calling what they are calling in for- Add Notes. And for a detail point double check to make sure that the “team” listed is the right team.
How can a doctor’s location and Appointment time be located?
Through Soarian or calling the doctor’s office