Chart Side
True or False- Everyone within the clinic utilizes their chart desktop.
False- not everyone in the clinic has access to Athena as some do not need it. Therefore, not everyone uses their chart desktop.
What is a guarantor?
A guarantor is the person who is in charge of the bill.
Does every patient need to fill out the Telehealth Consent?
True or False. Patients need to provide new proof of income every 2 years for the Sliding Fee Scale Program.
False- Patients need to reapply every year as household size and income could change.
True or False- All ROIs are good for 2 years unless revoked.
False- ROIs are good for 1 year, unless revoked.
True or False- you can use flags to talk about a patient within chart desktops instead of having to communicate via email.
TRUE- Flags can be used to talk about a patient within chart desktops instead of having to communicate via email.
What does the "additional" tab show within a patients registration?
It shows the annual paperwork dates. It also shows notes and pop ups.
When do patient profiles need to be filled out?
Annually
Who can apply for the Sliding Fee Scale Program?
Any patient! Once they apply and look at the financial piece, they will find out if they qualify for the program or not.
If the patient makes an error on an ROI, what should they do?
Fill out a new ROI. Some facilities are more particular than others when it comes to ROIs. If there are any scribbles, or markings on the ROI without the proper initials next to it, they could deny the ROI; therefore potentially prolonging care.
True or False- Once a nurse or provider signs off on a phone note, it can be appended, but not deleted.
True. Once a document is signed off, it can be appended, but it cannot be deleted.
A 20-year-old patient comes into the clinic with their father for a chiropractic appointment. Once they arrive, they are told that they need to update their annual paperwork. Who signs off on the annual paperwork? The 20-year-old child or the father?
Since the patient is over the age of 18, they would sign off on the annual paperwork themselves. If the patient is not their own guardian (does not have guardianship over themselves) then their guardian would sign off on their behalf. However, the proper documentation for guardianship would also need to be documented.
A grandmother calls into the clinic to find out when her grandson's next upcoming medical appointment is. What paperwork would you look for on file before you give her the appointment date/time/location?
A Release of Information (ROI)
What are 3 acceptable forms of income an individual can use to prove their income?
W2, 1040 tax return, 2 consecutive paystubs if paid bi-weekly, 4 if paid weekly or self declaration of income (from HCAO dept.)
Who is the manager of Risk and Compliance?
Lindsey Morgan.
What is the difference between a phone note and a flag?
A phone note (once signed off on) it becomes part of the patients chart, therefore a legal document. A flag, is more like an FYI or informational and are not saved within the patients chart.
Where do you notate and update a patient's homeless status?
In the Patient Survey tab.
A patient is applying for the SFS program; the patient states that within her household there is herself, her husband, her 21-year-old child and a 6-month-old child. How many people are in her total household size and how many people need to bring in proof of income?
Total household size = 4
Proof of income is needed for= patient, the husband & the 21- year old child.
Give a reason as to why a patient would need an ROI?
1. To release medical records to establish care at another facility.
2. To be able to verbally exchange information to another person (aka- lab results, letters, appointment dates/times. etc.)
3. To release medical records to oneself (for personal reasons).
4. There are MANY more possibilities
A guardian is calling in and wants to ask a question about their daughters medications. You go to start a phone note. Do you enter the note in the guardians chart or the daughter's chart?
What are 4 UDS fields within a patient's profile?
Ethnicity, Race, Veteran Status, Disability Status, Household Size & Income.
A 7 year old boy has a dental appointment coming up and his mother realizes that she cannot get off of work and would like his grandmother to bring him to this dental appointment. What type of paperwork would you look for in the boys chart?
Consent for Treatment: Delegation of Parental/Guardianship Rights Paperwork.
True or False. The SFS application & paperwork must match the date on the patients profile?
True- If a patient wants to apply for the SFS program, then their patient profile must be printed out and the dates must match.
Scenario- a patient had an ROI on file for her boyfriend so her boyfriend can call in and find out when her upcoming appointments are. The patient comes into the clinic and states that she and her boyfriend broke up and she no longer wants him to have access to her information. What do you do?
Contact the Compliance Department. Either the Manager of Risk and Compliance or the Director of QI, Risk & Compliance.