Scheduling Basics
Types of Visits & Timing
Scheduling Methods
Telehealth & Patient Portals
Insurance, Authorizations & Records
100

An efficient, continuous working pace.

What is workflow 

100

a comprehensive visit should be scheduled for 

What is 60 minutes


100

Scheduling method that groups similar patient conditions at specific times

Want is block scheduling 

100

device requirements a patient must have to complete a telehealth appointment?

what is  Camera, microphone, speakers/headset, and stable internet. 


100

Meeting the requirements to participate in the health plan.

What is eligibility 

200

what term means gathering pertinent health and insurance information?

 Screening.

200

a follow-up/established patient appointment typically scheduled for?

what is 15 minutes

200

This method of schedule  multiple patients in the same slot

What is double-booking?

200

A  requirement in many states before a telehealth visit can occur?

What is tele-health informed consent?

200

A primary provider’s order to see a specialist

What is a referral?

300

What must a CMAA understand before scheduling any appointment?

The medical organization’s protocols.

300

What determines if an appointment is considered urgent

What is Medically necessary within 24 hours. (20 min slot)

300

This method allows unscheduled walk-ins in order of arrival

What is open-booking

300

Two types of visits appropriate for telehealth.

Mental health therapy, chronic condition management, dermatology, prescription management, etc. 


300

This process checks if a service is covered under the patient’s plan

What is Precertification.

400

 CMAA’s most important scheduling responsibility

What is managing patient workflow.

400

A patient is considered a new patient again if they haven't been seen in 

What is 3 years

400

What method schedules 2–3 patients at the same time at the beginning of the hour

What is wave scheduling 

400

This electronic tool allows patients to update insurance, send messages, request refills, and view results?

What is the patient portal.

400

This prevents creation of duplicate electronic health records

What is Searching by identifiers (name, DOB, SSN, address, etc.) before creating a new chart.

500

the three major factors required before scheduling a patient

what is Accurate screening, insurance verification, and understanding provider preferences/protocols.

500

These types of visits include multiple complaints, injuries, or worsening chronic conditions

What are Comprehensive visits.

500

Schedules patients in 15-minute increments—what method is this?

What is Modified-Wave

500

The CMAA must confirm this 15 minutes before telehealth

What is Camera position, audio functioning, and a private location.

500

This determines how much the plan will pay for a service?

What is Predetermination

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