Patient Chart
This is the tab we would use to put the patients home address in.
What is Patient tab?
Use this template to create a no show note.
What is Cancel/Show?
This is the tab to put the patients Insurance information in.
What is insurance tab?
This tab is where I can find unapplied Payments
You use this tone of voice when speaking with a patient at all times.
What is Polite and professional?
This is the tab where we find patients billing information.
What is the History tab?
The place you can see previous No Shows.
What is EHR Notes ( or What is Appointment History )
This is the tab you use to upload the patients Insurance card.
What is the Chart Files tab?
I can Apply payments on this tab
What is Transaction Entry?
You do this when you can not calm a patient down and can not help resolve the issue.
What is asking for help?
In the patients Electronic Health record this is where you would upload Tova Results
What is documents?
This is the tab where you go to put in a no show charge.
What is transaction entry?
I can read a claim by clicking on this Line Item.
What is PIEFT OR PI?
I can see if a patient has a credit here
what is patient balance?
An Important step that is often overlooked in dealing with patients.
What is follow up?
How do you send a message to a provider for a patient that is requesting a refill for a certain medication
go to pts ehr- go to the specific script - click the envelope - and send the message with the appropriate script attached.
A patient called today to cancel there appointment for this afternoons appointment. what is the process to handle this after you already hung up with the patient ? ( I.E you have already informed them of our policy for late cxls)"
I would put a no show note in and a no show charge. I would run the cc on file if their is one . and I would remove the patient from the schedule by doing no show - late cxl
What are the steps to take to properly verify a patients insurance?
send message to iv team and wait for response.
If a patient shows a credit on 225.00 but their last visit was a 99214 and its showing a patient portion of 0.00 and they owe their deductible for cigna. how do you fix the account to show what the true credit is?
You have a frustrated pt who is being disrespectful and cussing at you. Your manager is on lunch how do you handle this situation. You have asked them multiple times to stop speaking to you in that manner as nicely as you can .
1. Ask for help from another team member
2. Listen and stay calm
3. escalate to manager
4. document Everything
How do you merge two accounts together that share the same email
Main patient account- add the second pt to account and vise versa
How to and when can you waive a patients NO Show fees
Show us
How do you know what to collect from a patient?
show me
How do you properly pull a unapplied report and how do you properly apply the payments
Show me
You have Somone who calls and demands information regarding one of our patients. The caller is Irate and wont take no for a answer. How do you handle this situation