ECW
Need to know
Confirmation Workflow
True or False
General Knowledge
100

From what screen do you schedule appointments from? 

Resource Schedule 

100

How should every individual be greeted upon entering a Cano Health Center ? 

Welcome to Cano Health 

100

How often should a patients demographics be verified ? 

During every visit or call

100

You can cut and paste an appointment.

False 

100

What is the last document that is given to the patient upon check out?

Visit Summary

200

Where would you find an action that has been assigned for your review ? 

T Jellybean 

200

What type of information are global alerts used for ? 

Medical Alerts, Language Alerts, Billing Alerts 

200

How often should a patients insurance eligibility be verified ? 

Prior to every visit 

200

Front desk can void/refund a payment.

False

200

Where do you leave insurance eligibility notes in the appointment screen ? 

Billing Notes 

300

Where would you find the patients past and future appointments ? 

Encounters 

300

What are essential items all patients should bring into their first appointment ? 

Identification Cards, List of Medications, List of Specialist 
300

Can a patient with transportation have appointments at different centers on the same day?

No 

300

The different levels of Cano Life are Silver, Gold & Diamond.

True

300

What would be the status of the patient when waiting for the Medical Assistant ? 

MA Ready 

400

What does a red jellybean indicate? 

High Priority 

400

If the desired option is not available when selecting the patient's pharmacy, what must you do?

Submit a ticket to eCW 

400

How should the patient’s name be written in their eCW chart info?

Exactly how it's listed on their insurance 

400

HMO Medicare patients qualify for Cano Life 

True 

400

When is it okay to over book a schedule ? 

When there is approval from the center manager 

500

From what screen should we never schedule appointments from ? 

Patients Hub 

500

Detractors are patients who ? 

Rate us 0-6 and are unhappy with their visit 

500

If there's a discrepancy with a Medicaid/Medicare patient's insurance, who should assist the patient?

Benefit coordinator 

500
Identification Cards are the only essential items the patient needs to bring into the center. 

False 

500

What must you do when patient request a refill of their medication ? 

Create a telephone encounter 

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