Registration
Event types
Restrictions
Protocols
Mystery
100

What are the steps of a Self pay patient 

Add self Pay "Health Me" to insurance 

Add self pay to Event type 

Advice patient of Self pay package 

100

If a patient has never been seen at coastal and has not had an emergency surgery/consult or has not been seen in the last 3 years for any body part what event type am I 

New Eval 

  • New Coastal patients only.

  • Patients not seen at Coastal in the past 3 years

  • GREEN SLOT

100

New Elbow - Est New pt - or FX care elbow pt looking to schedule with Stepen Otte should be scheduled with who first ?

New Elbow or Est New pt or FX care elbow pt,
schedule with PA first 



100

Patient requesting for MRI

If MRI has been ordered Transfer to schedule

If no Order on file schedule regular appt  

100

Radiating pain would mean the appointment needs to be booked with that team. 

Spine Dept

200

When registering a new patient and adding phone number we must fill out ______

Both Day and Home phone even if it is the same number.
200

Im an established patient with Greenspoon and i had a recent scheduled surgery with him i would like to scheudle my first follow up after Surgery.

Post Op 

  • Patients in the global post-op period (within 90 days after their surgery).

  • All appointments within global post op period

    • Patients in the global post-op period (within 90 days after their surgery).

    • All appointments within global post op period 

    • 2 weeks after surgery 

200

Once a patient establish care with a specific Hand specialist they must remain with that specialist even if its a new injury on the hand that has not been treated yet. What must happen if a hand/ wrist patient is looking to switch to a new hand/wrist provider ? 

Bonus *If a patient is seen with Eva Roberts what Dr. team is the patient under 

 Patients looking to switch to alternative hand specialist patients require a records review before scheduling. 


Simmons is the Dr. over Eva Robert

200

Injection

If injection is ordered we transfer 

If not ordered we schedule and document patient is requesting for an injection.

200

If a patient has been seen in the last 3 years but has not been seen for the body part they are calling in for today what is the event type 

Est New in a green slot 

300

Before adding Insurance what are the steps we must confirm  

Verify the insurance is accepted

Verify if insurance requires for Referral 

Ask / add primary card holder

Always restate member ID number

300

I've never been seen at coastal however i was admitted to the Hospital and had a surgery with David Cashin and i would like to follow up. What Event type am i

PHOSP- Surgical 

  • Patients who had emergency surgery by a Coastal Doctor and need to follow up with Coastal.

    • Scheduled with the PA

300

Eric Sundberg requires for patents to have what before scheduling with him 

MRI or CT scan in last 12 months of spine

300

If a patient does not have a referral on file 

book appt 7-10 days out 

300

For a Record Review what are the different ways patient can get us Medical records ?

Pt will drop of Records, Fill out release form at coastal or Have records Faxed to us 

400

If a new patient insurance requires for a referral and we do not already have a chart made what would that mean about the status of the referral ? 

If a new patient  insurance requires for a referral and we do not already have a chart made that would mean we have not received the referral and need to schedule 7-10 days out and document in notes.

400

Dr Simmons ordered a MRI during my last appointment with her im looking to follow up after doing the MRI she requested 

Test RV 

  • Test Result Follow Up

  • MUST add the type of test as well as the date and location of the test in the details box. 

    • Takes 4-5 business days to get results

400

When would we need to create a record review 

Surgery in the Last 90-days with a non-Coastal Dr 

providers requesting a records review before scheduling 

If a patient switched teams of providers and is looking to switch back again for a second time

400

What should we do if a patient is looking to confirm or cancel a surgery 

Always transfer to surgery center 

400

Patient looking to schedule surgery 

If surgery has been ordered Transfer to DA

If surgery has not been order book a regular appointment 

500

When a patient has Blue cross BCBS what is a good Probing question to ask besides if it is HMO or PPO 

If the insurance card states 

My Blue or Blue select we are out of network with both.

500

Can we schedule, reschedule, or cancel Pre op appointments 

  • C4H may confirm the appointment. Do NOT schedule, reschedule, or cancel. Transfer to the DA of the surgeon.

500

Give me an example of a provider who would require a record review if a patient had a prior surgery regardless how long ago the surgery was. 

Simmons, Boyette, Kumar

500

Children under 16 with a Hand FX

  • require us to get approval before scheduling kids with fractures. If the fracture involves the growth plate, then we would end up referring to All Children’s 

  • transfer calls to 3290 for patients under 16 years old that have a fracture of the hand, wrist, or elbow

500

Does LBO only treat spine ?

Yes 

  • LBO only sees hip issues if there is a referral from one of our providers or other body parts other than spine are approved by LBO

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