SOAP
What does SOAP stand for?
Subjective- Why were the referred and from who?
Objective- What does the CHW observe from the interaction as the true need?
Assessment- How does the CHW address the issue?
Plan- follow-up plan, patient response to assistance
How many templates does care coordination use in Nextgen?
2
A patient’s verbal or written agreement allowing their health information to be shared is called this.
Consent
Once assigned, a patient should be contacted within how many days?
7 CALENDAR DAYS
Who is responsible for completing PAQ tasks?
Primary person assigned to day & all CHWs secondary
...Whole CC Team!
“CHW provided clinic navigation guidance, completed FoodRx enrollment, and arranged return transportation.” .....is an example of S, O, A, or P
ASSESSMENT- The CHW assessed the need and responded!
Use the __________template to document only when the interaction is limited to communication or coordination, not full service delivery.
Telephone Communication Template
This document specifies what information can be shared, with whom, and for how long the permission is valid.
release of information form
TRUE or FALSE, if a patient does not speak English or Spanish, they will automatically be assigned to a CHW regardless of type of need
TRUE
What eligibility criteria should you confirm before enrolling a patient in FoodRx?
Food Insecurity, Chronic Condition
What is an example of an open-ended question?
The question should elicit a response other than yes or no!
Ex. Could you tell me more about your current living situation and any concerns you have?”
Document all interactions where services, resources, or assistance were provided using the ____________ Template
Care Coordination Note
Sharing patient information with someone who is not involved in care without the patient's permission is a violation of this law.
HIPAA
TRUE or FALSE, You do not have to put an AC tracker patient call on your Audit Tracker
False, all patient interactions must be documented on your Audit Tracker
To meet productivity, how many hours of direct patient interaction should be completed each work day?
6 hours or 75% of your non-admin time.
Patient was responsive to questions and asked to be spoken to loudly due to hearing loss....S, O, A, or P?
Objective: What the CHW (you) observes about the patient from their interaction with them.
When do you use a diagnosis code?
Can use a CC dummy code if you prefer. Only use a non-dummy code when instructed by your supervisor for a specific program like CPW.
Leaving patient names, dates of birth, or visit details visible on an unattended computer, poster board, or paper is _________________.
Breach of PHI (HIPAA Violation)
If no contact is made with an AC tracker patient after 3 attempts, what is the outcome type?
UNRESOLVED
A patient needs one-on-one navigation to set goals, connect to multiple community resources, and work toward financial stability. What program should you refer to?
ICJ Integrated Client Journey
Rewrite this observation professionally:
“Patient was going off, cussing me out, and acting completely crazy."
Example should have a professional, objective tone.
“Patient raised voice, used profanity toward staff, and declined services.”
When tagging a patient, what should be the end and start date of the tag?
You can add a start date, but should not put an end date!
What is the minimum necessary standard rule for PHI?
This is the minimum amount of patient information that should be used or shared to complete a task.
What time and day are your weekly updates to the Audit tracker due to your supervisor?
On Mondays by 12:00.
A patient is seeking immigration assistance. Who should you refer them to?
NOT MLP...Houston Immigration Legal Services Collaborative (HILSK)