EPIC
Documentation
PTO
Misc.
100

Where should you be checking for new requests?

Order Tasks, Patient Calls

100

What is the initial phrase to be used in Epic AND Therigy? 

Received request via ___ initiating BI. 

100

How much notice should be given when requesting PTO?

14 days

100

When should you be updating your productivity sheet?

In real-time - as soon as an update is made

200

How long do you have to initiate an urgent request?

2 hours

200

What should be included in your documentation (in Therigy) when running a test claim?

Quantity, day supply and outcome 

200

Who must be included in your OOO emails?

Mount Sinai PSC, Liaisons, Supervisors, MPS Team and Outreach (if applicable) 

200

What should the Status be of any activity within Therigy?

'Pending' (Status should never be 'New')

300

What prescriptions must you release? (Enhanced MSOT)

Refill lockouts

300

What must be included when documenting an approval in Therigy within your BI and PA card?

Drug name, strength and quantity/day supply

Effective dates

PA # (if applicable)

Copay and filling info 

300

Who should you notify when calling out?

Direct supervisor - If no response in 30 min, it must be ALL supervisors

300

When emailing FAC, what must be included in the subject line?  

'Clinic Name' - Appeal, 'Patient Name', 'MRN', 'DOB'

400

How many batons should be taken at once? 

One baton at a time 

400

How often should you be updating Epic?

Every 48 hours for PA

Every 72 hours for FA

400

When should OOO e-mails/calendar invites be sent out?

Calendar invite: As soon as OOO is approved

OOO Emails: 1 week prior and a reminder 1 day before

400

When should you be replying to e-mails?

Before end of day or once task requested within email is complete, if applicable (IE: Weekly renewals)

500

What's something to be cautious of when updating patient calls? (Hint: think batons)

Ensure you're taking the baton back if request is still in your possession and REBOLD anything that was un-bolded

500

What is always your first note in the PA card within Therigy? 

The last note (outcome) of your BI

500

What's the procedure for notifying your coverage when planning to be OOO?

Set up a Teams meeting to review any follow-ups necessary while OOO*

*Follow-up list will be sent to coverage via e-mail.

Supervisor MUST be included within e-mail.

500

When should we be updated the MSOT comment section?

After any status change (IE: BI in progress, PA submitted, PA approved/denied, appeal in progress, etc.)

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