Calls
Pt. Ben called and is in extreme pain on the LL.
What would you schedule?
Limited
Who do you call if you are not going to be in for the day unexpectedly?
Hotline Number
What is the goal on the Scorecard for Conversion Rate?
60%
Internal Chat or Procedure Flow
What is the first Covid Question Verbatim from Procedure Flow?
Are you currently experiencing symptoms such as coughing, fever, shortness of breath, chills, muscle pain, sore throat or new loss of taste or smell?
Pt Gloria called and needs a cleaning and she has not been seen in the office.
What would you schedule?
COMP Exam
Whats Hotline Number
217-540-8466
What is the goal for NP ACW?
90 seconds
If its not urgent who can you go to if you need some guidance on a topic?
Supervisor
Where is the monthly activity calendar/Birthday Calendar located at in Procedure flow?
On the home page of the PSR procedure flow
How would you log a patient that has not been seen yet but is on the schedule?
Existing Patient
What are 2 options that you have after 90 days you can take if you can not work your shift?
UTO and PTO
What is the goal for Existing ACW?
2 minutes
If you want to know where you are for the day with Calls or Conversion where do you go?
Intra Day Report
Looking at the Celebration Page on Procedure Flow who are the 2 PSRs that gave The TOP Tips for April?
Kimberly Manion and Chelsey Warren
Where do you update new insurance for a New Patient?
Family File
Who are our members of WFM that work with scheduling?
Heather Wilkins and Brandii Newby
What are 2 KPI goals that are in your control?
ACW and Unplanned
If you want to see how you are doing overall before your 1:1 what report do you pull
Scorecard.
Looking at Procedure Flow what 3 people celebrate their 6 year anniversary with Heartland on April 30th?
Sarah Campbell, Samantha Marschke, and Mary Hoes
D0098
What are the 2 places you have to put PTO in?
Time Clock and Ring Central
What is the allotted time limit per day for AFD?
20 minutes
What is the first step you should before reaching out to Internal Chat?
Check Procedure Flow
What are the 4 Troubleshooting Tech Issues that we can use Procedure Flow for?
Equipment Issues, F5 Issues, Internet Issues, Phone Call Issues