Intake
How many minimum identifiers should you have to triage a new patient?
3 identifiers
When Triaging a fax if you are unsure of the Diagnoses or Clinic should you guess the information or move to Nurse folder for clarification?
Move to Nurse Folder.
Should you go with the notes from the Triagers or should you also use provider search to confirm the previous notes?
Confirm Triage notes using Provider search at ALL times.
If you are unable to clock in/out on time due to technical difficulties, what should you do?
Reach out to Leadership as soon as it occurs and not wait till it's past your clock in/out time.
How many years before the patient is not considered established anymore?
Within 3 years from current date
Who triages Multiple Patients and/or Referrals?
Nurses
Who do we route HealthMark Faxes to?
53784
When scanning records, should you go through all the pages or only the first few or last few?
Scan through all folders to make sure there is not multiple patients or referrals.
If you need more work and if Both Susie/Jessil is unavailable to assign more work, what should you do?
Grab more work from folders that you are trained in by informing your teammates that you have grabbed some to help out.
How old can a referral be before it is not valid to be used if it has a status "Unable to Contact" or "Patient Refusal"?
less than a 1 week
What are some identifiers to confirm this is the correct patient?
First and Last Name, Date of Birth, Phone number, Address, and Social Security.
If there is an existing referral in EPIC what should we do with the new incoming referral?
Send to 53784 if it is within a week.
Which clinics do we not triage for new patients?
Neurosurgery, Cancer, Blood Disorder, Pulmonary/Lung Transplant, Endocrinology & Cardiology
When are you considered Tardy or receive half a point?
If you clock in a min late from your assigned time (8:01, 7:01/ 8:31 am) or leave early.
What should you do with “Do not Schedule” referrals?
Check in communications tab to see if they are waiting on additional records and if it is within a week from current date, if not create a new referral.
Which provider search should you be referencing with?
CPAS Sharepoint Provider Search
Where do we send leave approvals, provider signature requests/approvals and insurance claims faxes to?
Clinic or Doctors office
When processing a referral triaged by a Nurse should you paraphrase the notes/delete them or copy it word for word into Diagnosis tab in EPIC?
Copy it word for word into Diagnosis tab in EPIC.
If you are unable to come in to work or fulfill your job responsibilities and have to leave early what is the protocol?
Attendance line-469-291-3890; Message Susie/Jarrod and/or Jessil
What should you do if you have a referring provider that doesn't populate in EPIC when creating a referral?
Manually enter the Referring Provider using 'Provider on the fly'. If you don't have all the required information to then select 'Provider not on file' option by mentioning the Referring Physican name in the diagnosis tab.
Once it hits your folder, should you go with what is on the notes or should you pull up the 3 patient identifiers?
Pull up the 3 identifiers to be sure this is the correct patient and information.
When Triaging faxes, what should you do with established patients?
Email or route to clinic based on Provider Search information.
If a referral is not marked URGENT/STAT/ASAP what are the consequences?
When requesting PTO which platforms should you make sure to submit your request in order to be considered for that request?
BOTH MyTime and Susie Sharepoint Calendar.
If you receive a medication refill or pharmacy fax, without a 3rd identifier what should you do with that?
Check in Appt. Desk to see if the patient is established with the prescribing physician and/or check in patients' chart under medications tab to see if they have been prescribed that medication to see which clinic to route this fax to.