Pre-Reg
Registration acct creation
Dental Scheduling
Errors
Walk-In
100
Because Sea Mar is a Federally Funded Health Center, Pre-Registration requires checking demographic tracking metrics like Homeless status and Farmworker status, alongside standard safety markers like Primary Care Providers and this contact type.


What is an Emergency Contact?

FSF


be sure to use scripting.  

100

Name, DOB, Address, and Phone Number are required to create a brand-new account if an exact match isn't found using these four original search criteria.


What are Full Name, DOB, Phone Number, and MRN?


100

Facial trauma, visible swelling that interferes with breathing, and severe pain are the three specific phone criteria used to identify this.


What is a Dental Emergency?

Schedule a limited/urgent appointment 

100

When Real-Time Eligibility returns an "Error" status for DSHS Dental, you should review this screen to fix the discrepancies.


Answer: What is the response history? (Bonus points for naming CER 1318464!)

100

For a medical emergency regarding a fever in a child under this age, the call must be routed immediately to the back office response line.


Added to the WIA if in clinic 

Call immediate response line if no answer reach out to supervisor for guidance. 

200

When reviewing a patient profile during Pre-Reg, you should actively call a patient if they have completed all documents but their FSF is set to expire on this specific date.


What is the day of the appt

200

When an established patient presents as a walk-in for routine care and the PCP's schedule is full, they can be offered a stand-by slot. This group is first in the priority order to see them.


Who is the PCP? (Followed by Secondary Provider, then any available provider). In same clinic  


200

To keep the schedule balanced, a receptionist should match one of these appointments with one Treatment appointment per hour.


What is preventative 



200

Triggered by CER 102328, this error stops a user because the current encounter is floating without a linked HAR.


Answer: What is "A visit account has not been assigned"?

200

Who can be seen as a WAI?

Est patient 

Pregnancy

Child

Missed appt if they choose to wait

300

To complete the Pre-Registration process, staff should use specific Epic registration worklists, meaning they should answer this "Yes" or "No" question with a firm "No" when asked if they use the regular appointment confirmation worklist.


What is "use the confirmation worklist to complete Pre-Registration?"


300

This type of appointment slot is completely restricted and cannot be used for diabetic follow-ups, medication refills, or Well Child Checks.


What is a Walk-In (WI) / Acute Care appointment?

TOC

300

Under Preventative care, adult patients (18 and older) are limited to a Recall Exam once every this often from their last exam.


What is 1 year plus 1 day( 6 months plus 1day for minors).


300

This error (CER 102328) appears when a registration user forgets to link the patient's current visit to a specific billing account.


What is "A visit account has not been assigned"?


300

Brand new patients to SEA MAR never been seen by any dept present for Walk-in assessment. How can they be added to the schedule


Bonus’: can they be directed to urgent care by or B/O

  • Answer: If insurance is assigned to Sea Mar
  • Non insured offered next available or Walk-in clinic if available
400

Even if a patient's registration status says "Pre Reg" in the DAR message, a front desk specialist must always do this crucial identity safety check when the patient physically arrives.


What is confirm/verify patient identifiers? (e.g., full name and date of birth).

Check the envelope as well

400

AIDET

how do we greet patients? 

Acknowledge 

Introduce

Duration

Explanation 

Thanks

400

Dental has 3 column, what can you schedule in the 3rd column?

Sealant’s 

SDF

8:30

9:30

10:30

1:30

2:30

3:30

400

If the system says the relationship is "Self" but the demographics don't match the patient, you are triggering this specific rule.


What is CER 103288 (or Subscriber Mismatch)?


400

What questions do you ask before adding a pt to the WIA?

What are they needing to be seen for? 

Who is the PCP?

Have they been see, at Sea Mar

500

Pre-Registration must be completed during these two specific windows: either one day prior for confirmed appointments, or immediately for any appointments booked within this timeframe.


What is 48 hours


500

When an automated eligibility check fails or throws an error for DSHS Dental, you must investigate this tab in Epic.


What is the RTE Response History?


500

Doing this action right after changing an insurance plan ensures the system pulls the most current coverage data and attempts to clear RTE errors automatically.


What is triggering/running RTE?




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