Next Gen
Auto Intake
Insurance
Triage
Miscellaneous
100
  • You click on this icon/tab to search a patient to see if they have a chart already created or not

What is Chart?

100
  • A patient can submit their auto intake form for MHS here.
  • What is Mindful Health Solutions Home Page?
100
  • This insurance is generally not accepted by MHS and out providers.

What is Medi-Cal / Medicaid?

100

This is the first thing you will ask the patient when searching for their chart on Next Gen

What is the phone number (or name)?

100
  • We use these two platforms to make and receive calls
  • What is Max Agent and Ring Central?
200
  • This icon/tab let you access the intake template questions
  • What is EHR
200

What are the 4 key points when entering information in a patient's chart?

What are:

  • Demographics

  • Status - Intake

  • Client Defined

  • Relations/Role

200
  • We reach out to them when we have any specific questions regarding insurance plans and copays
  • What is BI
200
  • This group chat is where you will ask if anyone is available to transfer a call that is ready to schedule
  • What is INTAKE ALL Group Chat?
200
  • This platform/website we use to clock in and out of lunch and work
  • What is Paylocity?
300

This icon/tab lets you access the provider calendar

  • What is the Appointment Book
300
You enter this in the subject when creating a task

What is SCB Time and Date

300
  • Which insurances have student plans?

What is 

  • Optum, Anthem, Aetna
300

What do you put in the intake all chat

What is event type lead ready to schedule, MRN, insurance, location, 

300

Who are the 5 supervisors

Who are Erin, Cheryl, Tati, Nicole and Marisol?

400
  • This icon/tab lets you upload additional documents

What is Doc Management?

400

You want to avoid making this when you create a new chart

What is a duplicate chart?

400

For Medicare Advantage which insurances are normally the primary?

what are Blue Shield, Optum, Aetna, Anthem?

400

What do you do if nobody is able to help with scheduling a pt?

Schedule a call back on an intake coordinator calendar

400

What app do we use to edit our calendar?

What is Microsoft outlook?

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