Healthcare Telephone Skills
Appointment Scheduling
Patient Communication & Complaints
Documentation & Medical Records
Electronic Health Records (EHR) & HIPAA
100

Approach to Patient Complaints:

  • Stay calm 
  • “Let me Help you”
  • Find the Solution 
  • Don’t Interrupt

Get Information need, to help

100

Dealing with Difficult Patients:

  • Stay Calm 
  • Take them to Room 
  • Don’t not Isolate Yourself 
  • Leave door open 
  • Have someone else with you
100

Releasing Medical Records:

Written Release form from PT

100

Tools for Recording Messages:

Voicemail

100

This is the first thing you should say when answering the phone in a medical office.

What is a greeting with the office name and your name?

200

Components of Active Listening:

  • Eye Contact
  • Repeat What they say
  • Don’t Interrupt 
  • Engage 
  • Give Feedback 
  • Listen 
200

Travel Time for Providers:

Allow travel time for provider to outside facilities

200

Who ultimately decides whether a medical record can be released?

The Patient --> The provider owns the Medical Record

200

Identifying Urgent but Non-Emergency Situations

Urgent                         Non – Urgent 

Heart Attack               Headache (?)

Seizures                             Cold

Asthma                           Animal Bite

200

When a patient calls with a medical emergency, you should do this immediately.

What is notify a physician or direct them to call 911?

300

Creating Positive Impressions on Calls:

  • Smile 😊
  • Tone 
300

Communication of Provider Unavailability:

We don’t tell patient “ Provider on Vacation”

300

Electronic Health Records (EHR) can store lists of billing codes or Current Procedural Terminology (CPT)

Charge Capture

300

Indexing Patient Names:

“Deborah Yocum, MD”

Yocum, Deborah L. MD (Identical Name)

300

This type of scheduling allows patients to walk in without a specific appointment time.

What is open hours or walk-in scheduling?

400

Test Results Protocol:

  • Normal Test (No Provider Needed)
  • Abnormal Test (Approval from Provider needed)
400

Error Correction in Documentation:

To protect health and well being

400

HIPAA Backup Requirements:

Daily

400

Active Listening Involves:

1.           Eye Contact

2.           Repeat What they say

3.           Don’t Interrupt 

4.           Engage 

5.           Give Feedback 

6.           Listen

400

All phone calls related to patient care should be documented here.

What is the patient’s medical record?

500

Patient Management: Escorting Patients.

  • Personally Escort each PT to the Location (New PT, Est PT, Tx or Consultations)
500

If it’s 12 PM in California (PST), what time is it on the East Coast (EST)?

 

3pm EST 

500

This is the correct way to fix an error in a patient’s chart.

1.           One line 

2.           Initial 

3.           Correct word 

4.           Date 

5.           Credentials

500

When a patient misses an appointment without calling, you should document it as this.

What is a "no-show"?

500

Before transferring a call to the physician, you must do this.

What is determine the nature and urgency of the call (screen the call)?

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