Operating Systems
Customer Service
Allscripts PM
Veradigm EHR
Phreesia
100

Sends a link to patients to confirm and pre-register for their upcoming appointment.

What is Phreesia?

100

A patient walks into the lobby, what should you be doing?

What is smile?

100

True/False:

When patients cancel, cancellation reason must be entered

True

100

How do you search for a patient in EHR?

What is the Up Arrow (Pull Chart)?

100

The color of triangle the front desk must work

What is the blue triangle?

200

Used to schedule appointments, input demographics and billing

What is Allscripts PM?

200

When does the patient experience begin?

What is first contact?

200

If a patient has to schedule a follow up and declines to do so at that moment, what should you do? 

Create a recall

200

This tells you if a patient has a portal account

What is the patient banner?


200

A patient has completed all of the registration except for the card on file. What are you allowed to do?

What is manually check in the patient? 

300

Patients use this to communicate post visit and view their records 

What is Follow my Health?

300

Being aware of my energy, tone and attitude

What is your ETA?

300

Under appointment management, what does it mean when a patient is highlighted in orange?

What is a Medicare Advantage Plan?

300

A returning patient shows no changes from their last visit. What do you do? 

What is include active history? 

300

Where do you view patient requests to cancel/reschedule appointments?

What is the Phreesia Appointment Hub?

400

Where can the Insurance Card Guide be located? 

What is UNO (Sharepoint)?

400

Asking open ended questions and recapping your understanding

What is active listening?

400

This cannot be used when adding an insurance into PM

What is a special character?

400

This can be MANUALLY pushed to a patient via EMR so that they can view their records

What is a portal invite? 

400

These icons under eligibility and benefits need to be worked

What is the Red Exclamation Point, The Orange Question Mark, and the Gray Question Mark?

500

Used to document patient visits, treatments, enter vitals and enter treatment plan

What is Veradigm EHR?

500

To ensure that every patient receives high quality care and a superior experience

What is our Mission and Vision? 

500

This is where you go to check if you have a patient showing in PM but not EHR

What is the Medical Record Location



500

For appointment billing to occur, where do you pull the patients chart?

What is the schedule? 

500

What does the yellow house icon tell us?

There is a discrepancy between what the insurance has on file vs what we have on file

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