HIPAA
Triage
Registration/FYI
100

Who can schedule an appointment for patient?

Anyone

100

When do we transfer to Team Health?

After 4:15pm if an established patient mentions any of the Triage symptoms.

100

When collecting address information what should you ask?

Is this a home or an apartment

200

Verify if caller is listed as a Delegated Individual and/or has Guardianship if they request to _______.

Cancel appointment.

Requesting any information such as appointment or demographic information. 

200

If an established OB patient calls stating they are experiencing back and knee pain. What should you do?

Send High Priority Telephone call encounter to LCH Nurse Triage Pool using LCHTriage quick phrase. DO NOT schedule.

Notify patient that they will be transferred to a nurse to discuss their symptoms.

Cold transfer to Triage English or Triage Spanish

200

What information do you need to first look up a patient?

DOB and Phone number

300

Where can you find the intake forms in the patient's chart (not Registration)?

Under the Media Tab OR Base Patient Window (Athena Documents).

300

If a patient call (not OB) reporting a triage symptom, what should be the first thing you verify before scheduling an appointment?

Determine if a patient is established through viewing the patient’s chart, in the chart review section.

300

What are 3 demographics you should always verify after opening patient’s chart?

Confirm phone number, address, insurance information on every call

400

A delegated individual does not have a date limit however, patient must revoke authorization by _____, what should the agent do and inform patient?

Patient can revoke consent verbally, but you must create an FYI indicating revocation. Caller should be advised to come in to sign revocation form and update intake form. 

400

If an established ADULT pregnant patient (never seen by OBGYN) calls reporting sore throat, cough and congestion, can the patient be triaged? 

 Yes. A patient is considered established if they have completed an appointment with a medical provider within 3 years. This includes completed appointments with Adult/OBGYN/Pedi/Wellness Bar/LSW Pedi Walk-in Clinic/LMC Walk-in STD Full Panel.

400

What are the two reasons you would CREATE an FYI?

Patient's Requesting Password

Revocation of Delegated Individual

500

If caller is not listed as a Delegated Individual and doesn’t have Power of Attorney, what can we do and what should we inform the caller?

Since our calls are recorded, if the patient is available, they can give verbal consent for that one call. Patient must update intake forms during next visit if they want to add a delegated individual.

500

If patient calls back because they are returning a call from Triage, what should you do?

Cold transfer to Triage and add a follow up note in the open telephone encounter. If the encounter has been closed, open a new encounter with follow up notes. 

500

Name the four reasons FYIs (flags) are used for?

  • Patient's Requesting Password
  • Revocation of Delegated Individual
  • Terminated Patients
  • No Show Policy Suspension (If patient wants to dispute the FYI, send to compliance)