Testing Requirements
This requires 6-8 hr fasting to be done prior to appointment
What is Abdominal Ultrasound
Before checking in a patient, this should always be reviewed to identify copays, PCP/COB issues, or scheduled testing.
What is the patient’s chart?
After the tablet check-in is completed, this action in IMS signals to the clinical team that the patient is fully checked in and ready to be seen.
What is marking the patient as “roomed” in IMS?
This form protects patient medical records from being shared without permission and must be signed before any information can be disclosed.
What is the HIPAA form?
When a patient’s insurance lists a PCP not affiliated with our practice, it triggers a flag from this internal team.
Who is Team Axial?
Renal ultrasound, Fibroscan, and Aorta Doppler all share this pre-test requirement.
What is 4–6 hours of fasting?
If a patient has any pending insurance issues or coordination of benefits problems, this system alert will notify you.
What is a EV NOTE pop-up?
You're checking a Medicare patient's file and see they’re missing one form. Based on their insurance type, this specific form is required to proceed.
What is an ABN (Advanced Beneficiary Notice)?
“This form authorizes us to be able to obtain medical records on a patient's behalf.”
This explanation refers to which form?
What is the Authorization for Release form?
To change their PCP, a patient must provide these three pieces of information to their insurance rep.
What are (1) Clinician’s Full Name, (2) NPI Number, and (3) Office Location Address?
Before this test, a patient should avoid caffeine, stay hydrated, and skip the lotion—but should not fast.
What is a vein mapping (vein mapp)?
Before you check in a patient, it's important to confirm what two kinds of testing may already be on the schedule?
What are scheduled testing and stand-by testing?
While reviewing demographics, you're confirming not just address, but these four key contact details, and updating them as needed.
What are (1) cell phone (last 4 digits), (2) landline (last 4 digits), (3) email address, and (4) emergency contact?
“This form is stating whatever the insurance does not cover, the patient is responsible for the remaining cost.”
This is the correct way to explain which form to a patient?
What is the AOB (Assignment of Benefits)?
A patient recently changed their PCP with their insurance. Before you update their chart, you must first collect these two key details.
What are the reference number and the effective date of the change?
This type of ultrasound requires the patient to drink 3–4 bottles of water to ensure this specific condition.
What is a full bladder for a pelvic ultrasound?
This updated process in IMS is only used for Primary Care and specialist appointments only and must be completed immediately upon patient arrival.
What is the tablet?
This piece of patient information must be verified and updated in the chart during every check-in, even if it hasn’t changed.
What is the patient’s address?
You're checking in a patient for a telehealth visit. You confirm their insurance, scan their ID, and now you must ensure this specific form is signed.
What is the Telehealth Consent form?
A patient has a Coordination of Benefits (COB) issue. After they resolve it with their insurance, they must provide these three pieces of information for documentation in their chart.
What are (1) reference number, (2) effective date, and (3) clear identification of which insurance is Primary and which is Secondary?
When confirming fasting status, this is the most appropriate way to ask a patient.
What is "When was the last time you ate?"
After you check in the patient and select “Done” on the tablet, this small symbol appears in the check-in section — and it means this critical next step has been completed.
What is an asterisk () indicating the tablet check-in is complete?*
When verifying a patient’s home address and phone number with proper tone and clarity, this is the correct way to ask — fill in the blank:
“Hi Ms. Sally, are you still on Main Street? _____________? Can you confirm _____________?”
What are “Is that an apartment or a house?” and “the last 4 digits of your phone number?”
A patient asks why they need to sign a narcotic agreement if they’re not currently on pain medication. What’s the correct response based on training protocol?
“This form is just in place in case the provider decides to prescribe pain medication in the future. It outlines the protocols, which your clinician will review with you in the room.”
A patient is checking in for an annual wellness visit and offers to pay their copay. What’s the correct response based on policy?
“There is no copay collected for annual wellness visits.”