Critical Symptom
Call Handling
Scheduling Workflows
Teamwork
Communication
100

This symptom during pregnancy may be a sign of preeclampsia and should be reported immediately.

What is a headache with vision changes or swelling?

100

Always verify these two pieces of information before assisting any patient.

What is name and date of birth?

100

This is the correct visit type for a yearly check-up with a primary care provider. 

What is a well-child check or annual physical?

100

This is the term for clearly stating roles and responsibilities so everyone knows what to do.

What is mutual support?

100

This tool uses Situation, Background, Assessment, and Recommendation to structure clear communication.

What is SBAR?

200

Chest pain, especially with shortness of breath or sweating, can be a sign of this emergency.

What is a heart attack?

200

When a caller has a medication question, you should first ask the following before sending a message

What is the medication and ordering provider?

200

If a patient requests a visit for a rash and doesn’t need labs, you would schedule this type of visit.

What is an office visit?

200

Team members doing this can help prevent errors and burnout by stepping in to help each other when needed.

What is task assistance?

200

This communication technique involves asking someone to repeat back what they understood, to confirm clarity and prevent misunderstandings.

What is Teach-Back?

300

A child under 2 months old with this symptom should always be seen urgently.

What is a fever over 100.4°F?

300

If a patient calls for a refill and there's already a refill encounter, you should do this.

What is check the communication history?

300

You should never schedule a patient for this type of visit if they haven’t been seen in over 3 years.

What is a telehealth visit?

300

: This type of bias occurs when team members favor those they are more familiar with or feel aligned to, which can damage team cohesion and trust.

What is in-group/out-group bias?

300

This communication technique involves confirming that a message was received and understood by having the receiver repeat it back.

What is closed-loop communication?

400

If a diabetic patient reports confusion or shakiness with sweating, they may be experiencing this.

What is hypoglycemia (low blood sugar)?

400

You must always check this section when a patient calls for any reason, to ensure follow-through on pending care.

What is a active request?

400

When scheduling a behavioral health visit for an existing patient, you must first check this.

What is the provider's home location?  

400

This term describes a shared understanding of the situation among all team members.

What is a shared mental model?

400

This technique involves verbally announcing important information loudly and clearly to ensure everyone on the team hears it, especially during critical moments.

 What is a call-out?

500

Sudden weakness on one side, slurred speech, facial drooping, or difficulty seeing are signs of this life-threatening emergency.  

What is a stroke?

500

When uncertain how to handle a clinical concern, this is the best action to take.

What is message for guidance?

500

A mother is calling to schedule overdue vaccines for her child. You must first do this before scheduling.

What is check to see if the child is overdue or past due for a well-child check?

500

This type of debrief occurs after a task or event and helps improve team performance over time.

What is a huddle or debrief?

500

This is the term for information given to a team member to improve performance or reinforce positive behaviors. It should be timely, respectful, and specific.

What is feedback?