Scheduling
Shortcuts
Insurance
Who is responsible?
Registration
100

Appointments on the Appt Desk that have an "R" next to them.

What are recurring appointments?

100

The shortcut on the demographics form that will default the patient's city, state, zip, and county.

What is the city (or zip) field?

100

This person holds the insurance.

What is the Subscriber?

100

The person responsible for the bill after insurance has paid.

What is the guarantor?

100

The form where you can view all of the registration information that is currently on file for a patient.

What is the Interactive Face Sheet (IFS)?

200

This button on the Appt Desk will let you cancel an appointment for the patient.

What is Can/Rsch (Cancel/Reschedule)?

200

The date shortcut you can use to search for appointments one month from now.

What is m+1?

200

If a patient's insurance responds but does not e-verify you can look in what form folder to view the electronic response. 

What is Response History? 

200

This guarantor account is used if the patient was injured in a car accident and is being seen for those injuries or may have been injured at school.

What is Third Party Liability Guarantor Account? (TPL) 

200

In order for Epic to respect a temporary address, the following information must be entered.

What are the start and end dates?

300

This checkbox allows epic to search for the first available appointment.

What is Auto Search?

300

The shortcut used for today's date.

What is "t"?

300

The field where you enter the termination date when expiring an insurance coverage.

What is the eff to date?

300

This guarantor account is used if the patient was sent by his employer, is an inmate or ward of the state.

What is a Corporate Guarantor Account? 

300

The place where bills are sent after insurance has paid.

What is the guarantor's address?

400

A patient's appointment is actually scheduled after you click this button.

What is Accept on the Appointment review window?

400

This shortcut can be used in the referring provider field if it was the patient's primary care physician?

What is pcp?

400

The insurance plan you would enter if you can't find the Workers Comp Insurance in Epic. 

What is Generic Workers Comp?

400

This guarantor account is used for visits where the patient is responsible for their bill.

What is a SEP P/F account. 

400

The status a patient's appointment has once the patient has been checked in.

What is Arrived?

500

On a provider's schedule, what color would indicate that a slot had no regular openings, but at least one overbook appointment available?

What is Yellow?

500

This button within registration will allow users to quickly copy the patient's address to a contact, guarantor, or subscriber.

What is Pull Info?

500

The field that needs to be completed on all patients that have Medicare and another insurance.

What is MSPQ Type?

500

This account can be used if the patient does not want to receive the bill at their home address.

What is a Confidential Guarantor Account?

500

Usually the last form accessed by end-users that is used to verify patient, guarantor, and insurance information.

What is the checklist?

M
e
n
u