Medi-Cal
Visit Type Job Aid
Provider Preference Page
Verification
Transfer of Care
100

What is the Assistance Line ext for Lake side for Medi-Cal?

28074

100

What should patient be advised when trying to schedule a New Patient appointment without a medical need?

Patients without specific medical needs should not be scheduled for the sole purpose of establishing care with a new provider unless specifically requested by the patient. Patients should be informed that visits to establish care without a medical need are not required and may not be covered by insurance.

100

What age restriction does Dr. Patricia Tansey have listed on her Preference Page?

She does not see patient's ages 19 and older

100

After verifying patient, opening up chart, identifying provider preference page, what other resource should we open on every call?

Appropriate workflow
100

Do we send a Staff message or a Telephone Encounter for Auburn/North New Patient for TOC patient?

Staff Message

200

Which Medi-Cal County Plans is considered as New Patient after 2 years of not being seen in Primary?

Health Plan of San Mateo and Santa Clara Family Health Plan

200

What is the difference between Video Visit for 12 and older verses 11 and younger?

12 and older must have their own MHO account, 11 and under can be seen via parent's proxy access.

200

What symptom type does Dr. Silen Bun have listed as Do Not Book on her preference page?

She does not see any patient with rash, fever, or rash with blisters or hives
200

What is considered a 3rd identifier if address and phone number is not available?

MRN, Insurance ID #, Driver's License, (Last 4 of SSN if listed in EHR and last resort), e-mail if on file, if a provider referral information/facility, and if Pharmacy script information

200
GSV patient 19 years old is established with Peds wanting to change doctors to an adult provider do we schedule the TOC or Transfer to NPR?

Transfer to NPR

300

After verifying assignment with Medi-Cal what should we include in the appointment notes after verification?

"Today's Date, Insurance name verified, Reference #"

300

What should be included in our notes for a Complex Visit Pre-op appointment?

Pre-op - Type of Surgery, Name of Surgeon, Date of Surgery, if EKG is needed (Remind patient to bring paperwork) List symptoms.

300

How is Dr. Nindya Burhan's WCC age group schedule different on her Preference page from the Well Child Check Grid/other Peds providers?

Okay to schedule up to 36 months WCC

300

How do we determine if patient is established?

Check patient's office visit history have they been seen in Primary care in the last 3 years

300

20 year old patient wanting a new provider in Aptos what action should we take?

Warm Transfer to the Santa Cruz line

400

If Medi-Cal is NOT assigned what is our next step?

Advise patient to contact their insurance and document chart using .udoc

400

What visit type is a Hospital Follow up? What should be included in the appointment notes?

TCM visit Type - Hospital Name, Discharge Date,Reason. 

400

Where can we find if a provider does a Meet and Greet?

On provider's preference page Procedure grid
400

When verifying patient's address what part of the address do you need to obtain to be considered fully verified?

Confirm full address St, Dr, Ave, Apt #

400

Which Division do we NOT update the PCP in EPIC for TOC?

GSD

500

What are the acronyms for Medi-Cal?

CCAH=Central California Alliance for 

Health

SCFHP=Santa Clara Family Health Plan

HPSM=Health Plan of San Mateo

CCHP= Contra Costa Health Plan

SFHP= San Francisco Health Plan

NEMS= North East Medical Services

HPSJ= Health Plan of San Joaquin

Medi-cal FFS= Straight Medi-cal Fee For 

Service 

500

What visit type should be used for Auburn Peds TB Skin test verses Antioch Long Tree Way Peds TB skin test?

Care team - Auburn

Injection - Antioch

500

Which provider does Dr. Heidi Schmit request in her special notes who her patient should see for acute or preventative care when she is not available?

NP Jordan Matthews

500

15 year old patient scheduled to discuss bullying at school with provider. Parent calls in to ask what is the appointment for, can we relay this information?

No- due to mental health ROI

500

What division is okay to schedule with NP or PA if PCP is not available for TOC?

GSD

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