Check-in process
What is the primary way you should look up a patient?
By DOB
How can you view 1 provider’s schedule for more than a day at a time?
Use the different day options on the resource schedule view.
When creating an new appointment, how do you determine what the department is?
By the resource.
What does a red asterisk (*) on the patient info screen mean?
The field is required
Where should the foster parents information be placed?
In the hub notes
Form the encounter screen, what are the 3 things you need to check BEFORE arriving the patient?
Date, time and facility
Where do you click when scheduling a specific visit type appointment?
On the side of the visit type- never into it
From what list should the PCP be selected from?
The referring provider list.
What must never be selected in the Responsible Party section?
Another patient
What number should always be responsible party?
99- Foster patient
From what screen should a patient be arrived?
From the resource schedule
What type of appointments are you able to schedule on a pre-made appointment type? IE: Sick visit, new patient, chronic appointment?
Only that type of appointment (unless approved by provider)
How do you No Show a patient?
Visit type: PT not see
Visit status: N/S: NO SHOW
What should be done if a patient has an invalid “M” account?
Create a new patient account using New Copy; email your center manager
Who should be listed as emergency contact for foster patient?
Case Manager name and number (located on the placement letter in docs)
What question should every patient be asked before they are sent to the patient waiting area and where should it be documented?
Are you having any symptoms of a fever, cough or a rash? It should be documented in the reason slot MASK//
What do the different colors on the patient appointments indicate? IE: Light blue, yellow and green?
Status- arrived, ready and checked out.
Whoever signs the General consent form
What are the 3 number options that are used as responsible party?
1-self 3-parent (or legal guardian) and 99- Foster patient
What should the Healow messenger be set to and what box should always be checked?
Declined yyyy/mm/dd/SRS initials. "patient opts out of all practice communication."
If someone is in a patient chart, where should you not be?
In that patient chart. More than one person in a patient chart can cause the information being added to not save.
What colored slot are you are not permitted to schedule on?
The grey area (anything not in the center color)
Why is the Healow Check-In feature helpful to the registration team?
It speeds up the registration process by reducing manual entry and verifying patient data ahead of time
What status changes based on the patients insurance type and age?
VFC eligibility
Which Global alerts should always be added to that patient chart?
Foster Care and disable Healow messenger and do not web enable.