Customer Service
Who is your Customer?
Everyone including the people you work with
When should my calendars be completed?
The 1st Friday of the month before
When should preliminary list go to the facility?
3 weeks before the visit
What is the best way to communicate with my customer?
Pick up the phone/Follow up with email
How do I build my providers calendar?
Use FREDS CDF column Medical necessity and insurance type
in what order should I schedule patients?
SCIP/NEW/Medicaid
The customer wants to add residents that are not in the system. I have all of the paperwork. Im waiting for Demos to enter. What should I do to ensure they are put on final list?
Use Planning notes
What should I do on my own if I can not fill my providers calendar?
Compare Census to CDF column
what if I only have 5 patients to schedule?
Identify patients that do not have a thumbs up
Send orders
We cancelled a visit when should it be rescheduled by?
within the same month
How can I Identify facilities we haven't been to in a while?
Last seen in FREDS will put facilities in order
What is the goal number of patients to schedule in a day?
Vision 30
Pod 35-40 (35 for NP provider)
NP 30
Audio 20
Dental 36
Why is it important to build a relationship with your providers?
Friendly work environment
Better outcomes for all
Can I schedule dual visits if volume is low? what steps should I take?
yes - communicate with your provider if this is not something they usually do
2nd facility should be less than 30 minutes way
What steps should I take reviewing my final list?
Review FREDS was anyone missed/NEW SCIP
Look at planning notes
look at number scheduled
follow up paperwork
Make requested facility list changes