Scheduling
Registration Basics
Registration
Scenarios
Check In / Check Out
100
What is the screen where you would Make an appointment from?
Appt Desk
100
The guarantor account that is used by primary care offices... (OB, IM, etc.)
What is the P/F Guarantor Acct.
100
The best way to navigate from field to field while inputting information.
What is the TAB key.
100
A Pt comes into the office that has an appt today. He has given you his name and DOB. What is your next step?
What is find him on the DAR and hit the check-in icon.
100
What does DAR stand for?
What is department appointments report.
200
The button that you would click to begin scheduling a new appointment for your patient.
Make Appt
200
The button from the Appt Desk that you would click to view the patients registration.
What is the Reg button.
200
The discount that is applied to patient accounts when they are Self-Pay with no insurance and they pay in full at time of service.
What is 30%.
200
As you are checking in a Pt, they state their insurance coverage has changed. Where would you change this?
What is in coverage and add'l info.
200
The 3 Appointment Statuses that you can see on the DAR.
What are: - Scheduled - Arrived - Completed
300
The box that you would check in the Make Appointment Screen to have EPIC automatically choose the next available appointment time slot.
What is Auto Search.
300
The guarantor account that is used by specialist offices and HOD's (Pulm, Wound, etc).
What is the LMHS P/F Guarantor Acct.
300
The area where you always want to make sure everything has "checked-out" and is good to go for a Pt.
What is the checklist.
300
As you are checking a Pt in, they state their address has changed. Where would you change this? (2 areas)
What is in the demographics and guarantor screens.
300
The button that you would click as part of Check-Out/In to collect additional or past due balances for a patient
What is the other pmt button.
400
The identifying icon that lets you know you have cancelled an appointment.
What is a highlighted "C"
400
The main screen from within the registration where most information can be updated from.
What is the Interactive Face Sheet.
400
The accepted verification statuses for a terminated coverage.
What is: - E- Verify - Manually Verified
400
After you e-verify an insurance, the response history comes back as needs review. What do you do?
What is go to the payor website or call the payor and manually verify the insurance (preferably before checking-in the Pt).
400
The document that needs to be verified for no changes every visit.
What is the PHI.
500
The 3 appointment slot colors and what they each mean.
Green - All regular openings are available. Yellow - Only overbook openings are available. Red - No regular or overbook openings available; a break or end to the schedule.
500
When verifying information, these are 2 of the things you always want to ensure are filled in the appropriate fields on the guarantor and subscriber screens.
What is the 4 digit ZIP code extension and the Employer County?
500
The 3 reasons to make a minor patient their own guarantor
What is: - Emancipated Minor - Pregnant female between the ages of 12 and 17 - When a patient turns 18
500
You are about to collect a copay for a Pt and they mention their copay has changed. You review the response history and verify it did in fact go up to $25 from $20. Where would you change this?
What is coverage and add'l info under the correct guarantor acct then select the active insurance, hit edit and correct the copay in the appropriate fields.
500
The documents and items that need to be checked and/or collected (especially for a new Pt) in registration.
What are: - HIPPA - Picture ID / Drivers License - Patient Financial Responsibility - Insurance Card - PHI - External Medication Information Consent Form(E-Prescribe)
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