Scheduling
What should you do?
Follow Up
Where to find?
Quality
100

Can you reschedule a new patient appt?

No

100

If a patient needs and appt with a dentist what should you do?

Transfer to the dentist.

100

At the Family Health Clinic (FHC), if a patient needs to schedule a follow-up appt but their PCP doesn't have anything available, who else can the patient be scheduled with? 

Any provider in the same color pod. 

100

Where is the patient's medication listed? 

Chart Review

100

What is the JPS greeting? 

Thank you for calling the JPS care team, my name is Neshia (Agent name), how may I assist you?

200

If the patient is established at VPC and PCP is no longer at the location, how should you proceed? 

If established with a PCP reschedule with another PCP if the patient is established with a resident schedule with another resident.

200

If a caller needs a death certificate for a patient what should you do?

Transfer to Medical Records. 

200

At the Stop Six Clinic (SSC), if the PCP doesn't have anything available who else can the patient see?

A resident. 

200

If the patient is wondering if a doctor has responded to a previous message sent over, where can you find that information?

Chart review, under the encounters tab. 

200

Should you update communication preferences on every call? 

Yes, unless it is a third-party caller. 

300

What should you do if the patient needs to schedule a Depo shot?

Transfer to Women's Center. 

300

If a parent calls to schedule four children, how should the appt be scheduled?

Back-to-back appts with the same PCP, two in the am and two in the pm. 

300

Do pediatric patients use follow-up slots?

Yes, but only at certain locations. 

300

Where would you locate lab orders?

Active request tab. 

300

Should you confirm assistance on every call? i.e. I can help with that. 

Yes

400

If an established patient requests an appointment because of a toothache, what appt type should you use?

Same-day appointment.

400

If a patient has fallen within the past 72 hours, what should you do?

Warm Transfer to Nurse Triage. 
400

At the Watauga Clinic, who can follow-ups be scheduled with?

PCP only

400

Where would you locate a patient's previous appts?

Past tab

400

How many identifiers should you confirm before opening the chart? 

3

500

If a patient not established with JPS was recently released from the hospital what location and appt type should be used? 

Ed-Follow up at the Post Discharge Clinic. 

500

If a patient needs to schedule a lab appt, what steps should you take?

Confirm that there are lab orders in the system, and schedule lab appt if lab orders are in the system. 

500

Does a patient have to be established to schedule a follow-up appointment? 

No

500
Where would you locate the AVS summary? 

Chart review, under encounter or media tab. 

500

What is the hold procedure?

Ask the patient if it's ok to place them on hold, quote a 1-2 minute hold time(check back in with the patient if you go over 2 mins), and thank the caller for holding when retrieving the call. 

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