Documentation
Clue: The appointment field in Skedulo where you leave special instructions, and parking accommodations etc.
What are Job Notes (No PHI) under the Fields tab
Clue: The status you set so inbound calls can route to you.
Response: What is Available/On-Queue?
In Elation we put input insurance where in Jiva would you find Insurance information?
Select the Drop down Arrow on the blue banner
-Select "View all member information"
-Scroll down and the information is under "Member ID"
Clue: In Elation we send virtual visit links. If you’re unable to send a link, what should you document in Skedulo under the Fields tab Notes (No PHI)?
Response: What is Use Doximity
Daily Double: Skedulo has more than one way to fins a patient-List 2 ways to search for a patient
Account List/ Search for Jobs or Resources.
Clue: Selecting this correctly (e.g., new vs. established) ensures proper visit length and type
Correct response: What is the appointment type?
Clue: The feature you use to bring a third participant into the call, such as an interpreter.
Response: What is Conference/Add Participant?
Clue: Where indicators are their in Jiva to know if a patient has an active plan with us.
-Colored dot (Green Dot)
-Effective and term date
Clue: The app we use to chat in channels and share quick updates.
Response: What is Teams?
Clue: Patient [Bart J Vogypi] calls asking if the provider is currently en route to their home. Based on the information available, What would you advise the patient? (Today is December 23)
Tip: Look in UAT
Hello, Mr. Vogypi upon looking in our system it doesn't look as if you have an appointment scheduled with us today.
Clue: At the end of a scheduling call, you do this to confirm date, time, location, and prep instructions.
Correct response: What is read-back verification?
Clue: The feature that lets a patient request a call at a specific time and keeps their place
Response: What is Callback from queue/scheduled callback?
Clue:The area where you confirm phone number and address for outreach
What is the Dashboard (contact info section)?
Clue: If Lumeris was founded in 2010, it celebrates this anniversary in 2025.
Response: What is its 15th? (15th anniversary)
Clue: How much time should be in-between an in person and a virtual visit?
1-Hour
Clue: When a caller reports chest pain or stroke symptoms, you document and immediately do this.
Correct response: What is urgent escalation or a warm transfer to clinical triage per protocol?
Clue: The best practice before discussing PHI with a caller
Response: What is verifying identity (e.g., name, DOB, address) and minimum necessary disclosure?
Daily Double Clue: Lumeris helps health systems succeed in this model that rewards outcomes over volume.
Response: What is value-based care?
Clue: The security practice that requires a second verification step to access your account.
Response: What is multi-factor authentication?
Clue: How much time should be in-between to virtual appointments (Non Related)
What is 15 Mins
Clue: In our health care scheduling workflow, documentation is captured in these two systems.
Correct response: What are Jiva and SS?
Clue: You’re not getting calls—this setting is the first thing to check.
Response: What is Agent status set to Available/On-Queue and queue membership?
Clue: The setting you update when a patient asks not to be contacted by phone again
What is the DNC/Opt-out list (Jiva update)?
Daily Double: You’re preparing a virtual visit in Elation. Name the four steps you must complete before and after the patient’s “Start” reply.
Response: What are open the patient in Elation, verify contact (mobile/email), send the opt-in request, and once “Start” is received, send the link and wait for the patient’s confirmation?
Clue:(Based on the document in the PES Chat file that Amanda uploaded Last week 'VV Scheduling in Skedulo' When scheduling a Virtual Visit in Skedulo when would you refresh before or after removing the address in skedulo.
What is Step 9: