Who to Call
Issue with my schedule. Ie: Someone is scheduled out when I am not available. Availability is incorrect.
1. Lanina
2. Corinna
Hey Alexa...
The percentage that a medicare person would get off of our services
20%
SOP of online scheduled appt (existing)
1. We have approved your apt via WEAVE.
* offer a sooner appt if available, or ask if was is needed
* Request information needed
*make sure we have had an inital in the past 90 days (if not new patient)
"X" means what for a new a patient
It has not been filled out
Out to if the office is out of tissues
Lanina and/or add to Inventory Spreadsheet.
What should be done every morning and by whom
Work through the opening checklist
When ever gets there first
What must be signed in order to see a medicare patient?
ABN
Explain cluster scheduling and why it is important
Only offer time slots that are by other time slots.
Pre-block to focus the online scheduler.
Ensures KPI is being met.
New patients should receive what 2 things when they make the appt
1. Email from Kalix
2. Text from Weave
If I find a typo on the website
Christaine -- marketing@andersonsnutrition.com
End of shift procedures
What is the closing checklist
What specific program do you have for Medicare patients?
DM packet-- 3 visists
SOP for r/s of a f/u
1. Changed canceled appt to r/s
2. Close out task
List the SOP for getting forms completed when they have not been completed from the original scheduled email (timing and tools)
What is texting them at least 48 hours prior to their appt. Using the template in WEAVE-- Forms-- to resend using their custom link.
Questions about employer-sponsored IRA
Nicole G first.
Where should lunch be eaten?
In the break room!
List the 3 options of an ABN
1. Self-pay, bill
2. Self-pay no bill.
3. Only bill medicare, no self pay
List the 4 options to get the RDs schedule filled.
1. Look at the waitlist
2. Reach out to next week's new people to see if they want an earlier appt. WEAVE-- WAITLIST
3. Work through cancellations
4. Referrals
What should be completed in the chart to keep track of the number of visits, diagnosis, and when their insurance would expire?
What is the "referral and diagnosis " section of the cover page.
Running late to work, out sick, need to change work availibilty
Corinna AND Nicole
Who is responsible for keeeping the office clean and in order?
everyone!
Present how to offer self-pay to a Medicare patient once they have used their last 2-3 visits.
What is... we. have an option for to stay on with your appts at a discounted rate of 20%. You can pick 30 or 60 min appts. The cost would be $72 or $128
What should I do if I see a gap that is 1+ hours in an RDs schedule?
1. See if a patient can move to close the gap
2. See if a new patient would like that spot.
3. 1 hour of CEU (1 per month), project time,
4. If working from home-- clock out.
What should be given to a new, in person, patient at their 1st visit?
1. Green Folder
2. Rack Card
3. Education
4. Treatment Plan*
5. Wellness Vision*