Scheduling
How many siblings can you book back-to-back for Dr. Christopher Abercrombie?
3
What section of the Consumer View Page allows you to see most recent office updates?
Announcements
What visit type would you use for a follow up appointment?
Office Visit Established (130)
What must you create for every call?
CRM
What is Mercy's main page you can use to search for Workday Learning & all about Mercy Employee portals?
Baggot Street
What button do you select when in BOOK IT for a PCP's team if the PCP is busy for the next 3 months and the patient needs an appointment soon?
PCP CARE TEAM BUTTON
What visit type do we use when a new potential patient calls for a non-symptomatic appointment?
Office Visit New (150)
If an established patient’s friend (who is not on the PHI) calls in to reschedule an appointment with the PCP, are we able to schedule?
No, they are only able to cancel an existing appointment. After verifying Patient’s Name, Date of Birth, Date of appointment, Provider, Department and or time.
Who started The Sisters of Mercy?
Catherine McAuley
Patient calls in asking for a medication for a symptom, what do you do?
Select CPA/CRM Scheduling Symptoms and follow CRM communication box instructions.
What knowledge document do we use to select visit types and to know what appointment notes to use when booking?
Primary Care Visit Type and Appointment Note Guidelines.
When a patient does not want to come into the office for a medication refill, what type of visit can we offer?
Video Visit (674)
A patient calls inquiring if their medication was sent into the pharmacy.
Where in chart review would you find this information?
Meds tab
Who might call us with authorizations and denials for patient procedures?
Insurance Companies (exg: Carelon / Medication Authorizations is Cover My Meds)
A patient calls at 3 pm to cancel their 4 pm appointment on the same day, what would you do?
Select Late/Cancel reason for the appointment and proceed to offer to reschedule/cancel.
When do we use Consumer View?
Every call
What visit type do we use when a patient is admitted to the hospital and needs a follow up visit?
Hospital Follow Up (143) or Hospital Follow Up Video Visit (944)
Where do I go to add a Guarantor to a chart?
Patient Options, Registration and Pat Guar and Cov
Where do we go to check if hours are available to request PTO?
NICE, Time off, FY25
Who would you use if PCP did not have any available appointments for a symptom call?
PCP Team based button in Book It.
What do you select in the drop down in Consumer View to search for the Care Team member?
Provider
What visit type do we use for a Medicare patients Yearly visit?
Yearly Medicare Exam (YME) (920)
Name 3 of the 8 things we have to confirm with the patient at the end of scheduling their appointment in EPIC? (hint: use scripting job aid "Recapping Appointment Scheduled Information")
Day, Date, Time, Location, Provider, Co-Pay, Reason for the visit.
If a call comes in Friday after 5 pm, can we use a Same Day visit type to schedule for Monday?
No, This is outside of the symptoms time frame expectations.