Common Errors
I left a message a couple of day ago and have not heard from anyone
When to do an addendum
Patient goes to one practice and since the patient was told he/she can get a sooner appointment at another practice
Wrong Practice
Tanisha has schedule an appointment to see her PCP
(2 part answer)
When to click N/A and close CRM
Scheduling with Same pcp during Wcc
When a patient has 2 or more children
The patient has not been seen in over 3 years
New Patient
Santario would like to send a message to his provider
(3 part answer)
When to click Done, send a message and route and close CRM
A very upset patient only want to speak with upper management
When to warm transfer the call to clinical supervisor/clerical supervisor
Only in canopy and visit should be only in person or video visit
Northeast Integrative
Pt has covid symptoms and insist on coming into the office
When to send message to triage
Pt need sooner appt
What is wait list only if they have the MyAtruim portal or schedule first available. Also depending on the situation.