HIPAA
Triage
Scheduling Guidelines
100

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. 

100

If a parent reports their established 1-month-old is experiencing diarrhea, what steps do you take and what do you tell the parent?

Follow Triage Nurse Guidelines.

100

Sick pediatric patients should be scheduled within _______.

48 hours (2 days)

200

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

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

200

If parent calls stating patient has been running a fever. What should you ask?

How high is the fever?

200

What do you do if the patient’s responsible provider is not available for a sick established patient?

If responsible provider is not available, you can offer to schedule an appointment with another provider (within 48 hours). If no availability to schedule, offer to walk-in on a first come first serve basis at LSW. 

300

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. 

300

If parent/guardian calls 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 should you do if parent does not remember if patient completed a wellness visit? 

We should open the patient’s registration in Epic and review the appointment history.

400

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.

400

What is the Pedi age range for reporting all acute symptoms to Triage?

8 weeks and under

400

What are the 3 visit types you should use when scheduling a well child visit? 

Newborn - 6 weeks old and younger

Well Child - 7 weeks old to 11 years old

Well Child Extended - 12 years and older

500

Who can bring a pediatric patient to their appointment?

Biological parents: even if parents are not listed on intake form, unless note/paperwork indicating otherwise.

Legal guardian: custody paperwork must be presented at the time of the appointment, if not already scanned in Document management.

Any adult immediate relative to the patient (aunt, uncle, sibling, and grandparent): persons given permission via Consent for Non-Parent Form

500

Should an established patient be triaged if they report cough, chills, difficulty swallowing and runny nose?

Yes, difficulty swallowing is a triage symptom

500

If patient is not due for a well child visit and is needing a sport physical, how would you schedule and what should you inform parent/guardian? 

New patient - schedule using the "New Patient" visit type

Established patient - schedule using the "Office Visit- Est" visit type 

Parents should be informed to bring paperwork provided by the school with the parent portion completed.