Patient Registration
Scenario: “I think I have been here before, but I'm not sure.”
What should you do before creating a new patient profile?
Scenario: “I need to schedule my annual physical.”
What information should you verify before scheduling?
Scenario: “My insurance changed last month.”
What information should you update in the patient chart?
Why is insurance verification important before the visit?
Scenario: “I had labs done last month but I never got the results.”
Where would you look in the patient chart?
What section usually contains lab results?
Scenario: A patient arrives late for their appointment.
What should you check in the schedule?
What options might you offer depending on clinic policy?
Scenario: You are registering a new patient and the patient asks:
“Why do you need my date of birth?”
Why is DOB important in patient registration?
Scenario: “I can’t make it to my appointment tomorrow.”
What options can you offer the patient?
What should you update in the calendar?
Scenario: A patient arrives but their insurance card is missing.
What information from the insurance card is usually needed?
Scenario: A provider asks you to check the patient’s last visit information.
What part of the chart would you review?
What type of information is usually documented there?
Scenario: “I need to see the doctor as soon as possible.”
When might urgent care or a sooner appointment be needed?
Scenario: A patient is being registered but does not have their pharmacy information.
Why is pharmacy information important in the EMR?
What could happen if this information is missing?
Scenario: A patient calls asking for the earliest available appointment.
What tools in the calendar can help you find availability faster?
Why are filters useful when scheduling?
Scenario: “My doctor referred me to a specialist.”
What should you check in the system before scheduling the specialist visit?
What might some insurance plans require before the visit?
Scenario: You need to upload a document into the patient's chart.
Why is it important to attach documents correctly?
Scenario: A patient calls asking if the clinic received a document they sent.
Where would you check in the system?
Scenario: You find two patients in the system with the same name.
What additional information should you verify to identify the correct patient?
Scenario: “I have an appointment today but I forgot the time.”
Where would you check the appointment details?
What other information should you confirm with the patient?
Scenario: You verify the patient's insurance and notice the policy is inactive.
What should you do before the appointment proceeds?
Scenario:“My medication changed last week.”
Where should this information be updated in the chart?
Why is it important to keep medication lists updated?
Scenario: A patient seems confused about their appointment and insurance.
What information should you explain to the patient?
Why is clear communication important for patient experience?