General
Appointment Request
Patient Inquiry
Guidelines
Returning Caller
100

Should be referenced to confirm Clinic Hours when a patient is calling after 5pm

What is Daily Dose

100

Patient is requesting to receive the Flumist vaccine

What is Route a TE to the providers Nurse pool, include patient requesting Flumist

100

Patient request a turn around time for her Rx Refill request you are sending to the provider

What is 2-3 business days

100

You scheduled the patient for transportation and booked an appointment

What is "Transportation requested, Date and initials in appointment notes  

100

The activity button you use to see  previous communication between patient and staff, even if sent from patients My chart?

What is Chart Review

200

Mom wants to know if her 8 year old can be seen at the Retail Pharmacy for a Tetanus Vaccine?

What is YES, anyone 7 years or older

200

This must be scheduled if an Employee is requesting both FLU and COVID vaccine outside of March-September Time frame

What is schedule 2 separate appointments


200

Patient is requesting to schedule their labs at the Waukesha Memorial Hospital

What is advise only available as walk in

200

Patient advised she sent a message to her provider asking for test results thru her Mychart yesterday and has not received a call. You attempt the MA/Nurse but they are unavailable..... 

What is Create a new TE, use smartphrase .PTRESULTREQUEST

200

Workflow that must be done to any telephone encounter if repeat caller for same issue (non-my chart enounter)? 

What is Edit/Addend the TE

300
Should confirm this is not applicable PRIOR to advising of Urgent Care locations or information

What is confirm patient does not have emergent symptom/topic

300

Time frame to schedule the patient if no order on file for Vaccine or Immunization requested?

What is 3 days

300

Patient is requesting a referral from their PCP to see a Dermatologist and Cardiologist? 

What is send one telephone encounter 

300

Patient states they have called already regarding the question they had about their medication and was advised a message was sent already

What is Chart Review, search for Previous Encounter, right click and edit/Addend encounter

300

Patient is returning a call from the office. After checking chart review, you see the clinic called to advise the patient they need to schedule their annual physical

What is advise patient as directed in encounter, offer to schedule an appointment


400

This would be marked on the Telephone Encounter that is sent if the Patient is waiting at the Pharmacy

What is High Priority

400

Must be selected in DT if scheduling a BP Check for the patient?

What is Nurse Visit 

400

Patient is requesting to know where you are located or if you are a third party employee?

What is Advise Caller: “I am part of central scheduling team supporting ProHealth Care. How can I assist you today?”

400

Must be scheduled in the Epic DT in order to schedule a patient for an IUD placement? 

What is Procedures

400

Patient states they receive a voicemail from the MA for their lab results and can see on their MyChart the results are critical. 

What is Attempt warm transfer to applicable Clinic Triage, if unavailable warm transfer to front desk/priority line to request Clinic Triage staff

500

The two email addresses that should be notified when the patient is an inmate scheduled for an appointment? 

PHCSecurityDispatch@phci.org  and   DLPHCClinicCareAccessTeamLeads@phci.org

500

Transfer the caller here if the patient was discharged from Hospital less than 72hours ago, and their Surgeon was Dr Jones or Dr Parmar? 

What is CAC Triage Nurse

500

Patient is requesting to advise of her bad experience at the clinic with the staff

What is send email using PHC outlook to applicable clinic manager

500

Patient calls at 3pm and is asking to be scheduled next day for their Knee Injection

What is Contact Applicable MA for approval, refer to Daily Dose 

500

Patient request to have a message sent to their PCP and their Cardiologist with ProHealth

What is send TE to PCP and offer to transfer patient to specialty needed (CxOne Directory)

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