Scheduling Types
Patients are scheduled at the same time each hour to create flexibility.
What is wave booking?
A patient calls to book an annual physical for next month. This action is called this.
What is scheduling/book an appointment?
Staff should verify a patient’s identity using two identifiers, including DOB and this.
What is full legal name?
A provider sends a patient to a dermatologist. This is called this.
What is a referral?
The law that protects patient appointment and health information.
What is HIPAA?
Two patients are intentionally booked for 9:00 AM with the same provider. What scheduling method is being used?
What is double-booking?
A patient calls 24 hours before their visit to say they cannot come. This is classified as this.
What is a cancellation?
A new patient must provide contact details, insurance, and this type of personal information.
What is demographic information?
Insurance approval required before an MRI is known as this.
What is prior authorization/precertification?
The electronic system used to document appointments and patient updates.
What is EHR/EMR or scheduling software?
Patients are told to arrive during the morning and are seen in order of arrival rather than exact times. This is called what scheduling type.
What is open booking/open hours scheduling?
A provider leaves two 15-minute empty openings each afternoon for emergencies. These are called this.
What is buffer time/open slots?
A patient arrives 25 minutes after their scheduled time. The patient is considered this.
What is late/tardy?
A specialist office says they cannot schedule the patient because they never received paperwork from the PCP. They are missing this.
What is referral/order/documentation?
A patient fails to show up and never calls the office. This is documented as this.
What is a no-show?
A pediatric office books 3 patients at 8:00 AM, then spaces out later appointments every 20 minutes. What scheduling method is this?
What is modified wave scheduling?
A patient wants a blood pressure check, but the office accidentally scheduled a 15-minute slot instead of 30 minutes. The scheduling error involved not considering this.
What is appointment interval or appointment length/time allotment?
Two patients named Maria Garcia are in the waiting room. The CMAA should prevent errors by verifying more than just name and DOB, such as this.
What is address, phone number, or medical record number?
A patient completed a cardiology visit 2 weeks ago. The CMAA calls to confirm the report was returned to the PCP. This process is called this.
What is referral tracking/follow-up or continuity of care?
A staff member leaves a voicemail saying, “Your HIV follow-up is tomorrow at 2 PM.” This is a violation of this law.
What is HIPAA?
A clinic schedules all diabetic education visits on Tuesday afternoons and all pediatric vaccines Thursday mornings. This is what scheduling method?
What is cluster booking?
A provider consistently runs 45 minutes behind because too many long appointments are scheduled back-to-back. The office should redesign the provider’s..
What is schedule matrix/provider template?
A patient calls saying they were never told to fast before labs and must reschedule. This mistake resulted from failure to communicate these.
What are pre-appointment instructions?
Insurance denies a specialist visit because approval was never obtained before scheduling. What was missing?
What is prior authorization?
An office notices repeated no-shows from the same patient and creates a written rule about missed visits. This is an example of creating an office this.
What is office policy?