SCHEDULING
PATIENT
PAPERWORK
DOCUMENTATION
MISCELLANIOUS
100

IF A MOM IS CALLING TO SCHEDULE A 7 MONTH OLD FOR A WELL CHECK, WHAT AGE ARE YOU BOOKING THEM AS?

6 MONTH CHECK

100

WHEN CALLING A PATIENT FROM THE WAITING ROOM WHAT 3 THINGS SHOULD BE VERIFIED? 

1. PATIENT NAME

2. PATIENT DOB

3. PERSON ACCOMPANYING PATIENT 

100

WHAT PAPERWORK SHOULD BE GIVEN TO PARENTS/PATIENTS EVERY YEAR?

SLIDING FEE SCALE & CONSENT FORM
100

WHEN CREATING A TEL ENCOUNTER FOR IMMUNIZATION RECORDS, WHAT ARE THE THINGS WE ASK FOR FROM THE CALLER?

1. PATIENT NAME & DOB 


2. PARENT NAME & PHONE NUMBER 


3. HOW THEY WOULD LIKE THE FORMS (PRINTED, EMAIL, FAX, MAILED)

100

THE PERSON YOU CALL WHEN THE TOILET IS BROKEN

CHUCK

200

WHAT DO YOU NOT BOOK IN A SAME DAY APPOINTMENT?

WELL CHECKS - MED CHECKS

200
IF A GRANDMA IS CALLING TO DISCUSS EAR PAIN CONCERNS AND NO DOCUMENTATION GIVES HER HIPAA RIGHTS, WHAT DO YOU ADVISE GRANDMA?

TO HAVE PARENT CALL US (CAN GIVE WALK IN HOURS AS WELL WITHOUT GETTING INTO DETAILS)

200

WHAT IS REQUIRED FOR A SPORTS FORM TO BE FILLED OUT?

WELL CHECK & FIRST TWO SHEETS FILLED OUT

200

WHERE CAN YOU FIND IF A CALLER HAS HIPAA RIGHTS?

PATIENT DOCS, INFO TAB/CONTACTS

200

THE PERSON YOU CONTACT WHEN A STUDENT WANTS TO SHADOW AT THE CLINIC

EMILY WITTENBACH- HR

300

WHERE SHOULD TWO WEEK & ONE MONTH CHECK UPS BE SCHEDULED?

IN A PURPLE APPT SLOT, IF NONE ARE AVAILABLE, TAKE TWO (10MIN) SICK SLOTS OR ONE (20 MIN) SLOT.

300

WHAT SHOULD HAPPEN IF YOU HAVE A WALK IN TRIAGE CONCERN?

PSR WILL GET NAME & DOB, THEN CONTACT CARE TEAM FOR LIVE ASSESSEMENT.

300

WHO CAN COMPLETE NEW PATIENT OR CHECK IN PATIENT PAPERWORK FOR A PATIENT 18 PLUS?

THE PATIENT ONLY UNTIL THEY HAVE GIVEN HIPAA PERMISSION TO SOMEONE ELSE

300

WHEN CREATING A TE FOR AN RX REFILL WHAT INFORMATION SHOULD THE TE INCLUDE?

1. WHO IS REQUESTING THE MED (NAME AND PHONE NUMBER)

2. LAST WELL CHECK/MED CHECK

3. NEXT APPOINTMENT SCHEDULED

4. RX REQUESTED

5. PHARMACY TO SEND TO

300

WHEN A PARENT ASK FOR PORTAL ACCESS OVER THE PHONE, WHAT DO WE TELL THEM?

PUT IN A REQUEST ONLINE @ PANDAPEDS.COM

400

IF YOU ARE BOOKING AN ADD APPOINTMENT WHAT OTHER TYPE OF APPOINTMENT SHOULD BE VERIFIED AS UP TO DATE? 

WELL CHECK

400

AT WHAT AGE CAN A PATIENT COME IN UNACCOMPANIED? 

16

400

WHAT PAPEWORK DO GROUP HOME OR FOSTER PARENTS NEED WHEN BRINGING A PATIENT FOR THE FIRST TIME?

PLACEMENT PAPER WORK, LEGAL RIGHTS, ANY RELEVANT MEDICAL INFORMATION

400

WHAT IS THE DIFFERENCE BETWEEN CONSENT TO TREAT AND HIPAA RIGHTS?

PERSON CAN BRING PATIENT AND HAVE THEM TREATED AT APPOINTMENT VS BEING ABLE TO CALL AND DISCUSS MEDICAL RECORDS 
400

IF A PATIENT HAS NO INSURANCE, AND WOULD LIKE TO SEE IF THEY QUALIFY FOR IT, WHO DO YOU CONTACT?

LILY ROSALES

500

DESCRIBE THE STEPS TO SCHEDULE 3 CHILDREN.

FOR SICK VISITS- ADD TO SCHEDULE WITHOUT APPROVAL

FOR ALL OTHER VISITS- PSR'S CAN SCHEDULE TWO AND CALL BACK TO THE CARE TEAM FOR APPROVAL FOR THE 3RD or THE NURSE CAN SCHEDULE ALL 3

500

WHO IS CONCSIDERED AN ESTABLISHED PATIENT? 

ANYONE SEEN BY A PRVIDER AT HCHC

500

WHEN PAPERWORK IS SENT TO SCAN WHAT INFORMATION MUST BE INCLUDED?

PATIENT NAME (AS IN CHART)

DOB

YOUR INITIALS AND DATE PLACED FOR SCAN

500

WHAT IS THE DIFFERENCE BETWEEN ACTION TAKE AND MESSAGES? 

MESSAGES IS WHAT THE CALLER CALLED ABOUT, ACTION TAKEN IS WHAT YOU DID IN RESPONSE

500

WHAT SHOULD BE TYPED IN THE REASON BOX OF A TE?

WHAT THE CALL WAS ABOUT OR THE CURRENT STATUS OF THE TE EX: LMTC, OR MOM REQUESTING DAYCARE FORM

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