Customer Service
Uninsured Workflow
Dental
EHR Review
Global Alerts
100

The very first thing an you should do when greeting a patient.

What is smile?

100

Completed every 6 months and should be accompanied by a document. 

What is a financial screening?

100

Given to patients during check in for dental services.

What is the dental encounter form?

100

The movement of a patient from one care setting to another, focusing on key components like medication safety, clear communication, and follow-up care.

What is Transition of care?

100

This alert expires after a certain age.

What is Code Cindy alert?

200

The action that shows a patient that you are fully focused and addressing their needs instead of interrupting.

What is active listening?

200

Part of chart that indicates a patients current status.

What is assigned insurance?

200

Collected from patience with DPPOs and self - pay patients before and sometimes again after a visit.

What is a copay?

200

A program that provides free vaccines to eligible children ages 18 and younger. 

What is VFC?

200

This alert prompts you to outreach an interpretor.

What is the language alert?

300

Using this specific piece of information helps instantly personalize a interaction with a patient.

What is using a customers name?

300

Must be completed at every family planning visit?

What is the Family planning discount acknowledgment form.

300

You must call to determine the remaining visits for the calender year. 

What is ADAP?

300

The level of charges billed dependent on the  patients insurance/self-pay category. 

What is assigned charge category?

300

This alert informs you when a patient is dually enrolled. 

What is a Cody Cindy Peds/FP alert? 

400

The required first step before placing any caller or patient on a temporary hold. 

What is asking for permission?

400

When screening a patient, you are documenting your response in this area.

What is the structured field, or What is Billing notes?

400

When a patient needs a an additional fee after completing a procedure. 

What is Dental 2?

400

When you terminate the insurance plan and place the patient as self pay. 

What is the process for a patient with a high deductible?

400

These patients are not allowed to have telehealth visit. 

What is No Telehealth - Provider Driven or No Telehealth Patient Driven?

500

A positive, alternative phrase to avoid saying a negative phrase.

What is professionalism? 

500

Non payment of todays service.

What is a billing alert?

500

You review this prior to scheduling patients and charging for visits. 

What is a Billing Alert?

500

The form a patient signs when paying for their copay using a credit card.

What is Credit Card Risk? 

500

Placed after a patient receives a Community Agreement. 

What is Code of Conduct Alert?