Raintree
Front Desk Procedures
AA Procedures
Reports
Wild Card
100
Fill in the blank: before you put a call on hold; you must________?
ASK THE PATIENT IF THEY CAN HOLD AND WAIT FOR THE PATIENT TO RESPOND
100
Which insurance has an appointment type?
Medicare
100
What date must the effective date reflect?
The date the authorization must begin on
100
What is the purpose of printing the OTC Payment Register?
To balance the money posted for the day & to balance the money you have posted
100
Making general notes in a patients account: Under the patients menu, which category should you select?
Chart
200
How can you access the appointment history?
From the Main Menu & From the Scheduler
200
For a “verify insurance” task what the follow up date be?
Date of the evaluation
200
The referring doctor must always be added into the pending authorization
False
200
What report should you crosscheck with the OTC Payment Register?
Unpaid copay report
200
What information does the Appointment Statistics report generate?
Visits per PT, Total type of appointments, overall clinic total, total amount of referring doctors, and the total amount of cancellations
300
From within the patient files, where do you go to scan a new patient packet?
Chart
300
What 4 components get added into the comment box before saving the evaluation appt onto the schedule?
Doctor name, Body part, insurance carrier, and surgery with date (or no surgery if not applicable)
300
What replaces the “.” in the authorization box?
The authorization number
300
What is the name of the category you must select to open the Appointment Summary report?
Appointment List/ Summary
300
For General Notes: Which tab will you choose to enter your note?
The communication tab
400
Once you open the scanning box, what title do you select under “type” for a new patient packet
Admin documents
400
What hot key will bring you into the scheduler?
Hot key "S"
400
From the Details Charges column, what should you change the category to?
You don't change the category.
400
How do you generate a report to reflect more than one type of new patient?
Select the three dots to the right of “type”
400
Which date are you running the missing authorization report for?
The following business day
500
Name the 3 principal insurance payor Bill code options normally chosen.
Primary – A , Secondary- B , and Patient responsibility – P
500
When posting supplies, which of the following is created in the chart?
Retail Sales Ticket
500
What is the proper selection for the “Remaining is equal to or less than” section?
5 Days/3 Visits
500
After selecting “Cancel NS report”, do you click “save” or “load filter’?
Load filter
500
What is the first item on the PM checklist?
Confirm NPs for the next day.
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