Scheduling
You just finished scheduling a patient, what are the 3 things you need to complete after hanging up the phone?
Send an email to the clinic
Update the spreadsheet, either old or new
Update lead tracking comments
*Reminder to also update the old spreadsheet even if you are just connecting with the patient*
This patient needs to come in for R Knee Replacement, had surgery 5/15 and will be bringing an RX from Dr John Smith. What needs to be fixed in the case?
Case name should be changed to R Knee Replacement SX 5/15
MD needs to be added to case
Which 2 states restrict who can treat direct access?
NY and PA
True or False
We cannot schedule for peds without the RX in hand or in the chart
False, patients can be scheduled for the IE without an RX in hand or in chart, BUT the parents must be aware that an RX if needed by the time of the initial evaluation. Always obtain PCP so clinic can assist with reaching out to MD
Under what circumstance are we allowed to schedule for Springfield Kids?
Only if they call in through the Advocare phone line. If an appointment request is made online, we will obtain patients information then forward to the clinic.
True or False
A patient is currently doing PT for his knee but he submitted a new appointment request for OT to treat his elbow, we can schedule the IE for OT for his elbow.
True, if a patient needs to come in for a different discipline than the one they are currently treating for, we can schedule them for their initial evaluation.
However, IF they are just adding an additional body part, for example, they are currently coming in for the knee and want to start coming in for neck pain, forward to clinic
This is what you must remember to do in the patient's chart if they schedule their appointment at a different clinic location than originally planned
Change the location in the chart, lead and case
Its especially important to remember to change location in lead and the chart if adding to WL
Which 4 insurances cannot be direct access?
Medicare
Medicaid
Tricare
No fault/auto
A 4 year old child is refuses to eat anything besides gummy bears and french fries. Which discipline should we schedule them with?
Occupational Therapy
A patient calls in to the Coporate phone line and they want to schedule for Crown Heights, a PSPT location. How should we proceed
Schedule the patient, utilize PSPT's scheduling doc. Add a line to both the Coporate tab and to the PSPT appointment request tab.
You're scheduling an appointment for a patient but the soonest available appointment is 4 business days away, what options should we always offer to get patients in sooner?
Call the clinic
Schedule in nearby locations
Offer telehealth, if available
You just finished getting this patient scheduled for his initial evaluation at the Hackensack location, what needs to be fixed in this demographics page?
Financial Class needs to be added
Status changed to active
These are the 3 states in which we are non-par with all Medicaid plans
New Jersey, Connecticut, Illinois
A patient in VA needs to come in for OT, but they do not have the RX yet. At least how many business days out do we need to schedule?
At least 5
Which band did Dawn travel to London to watch last week?
Twenty One Pilots
Which therapist at our WSPT Scarsdale location can only treat patients who are post op and are referred to him by a specific list of MDs?
Renato G
You discover that a duplicate chart was accidentally created for a patient by the clinic and an initial evaluation was scheduled using the duplicate. Aside from submitting a ticket to supporthub, what other steps do you take next?
Make sure the IE has 100 resource code
Update CC Spreadsheet with Initial Evaluation date/time.
Updated PN must also be added to the notes section.
**If merging charts, supporthub will use the older PN and delete the newer PN**
If a patient's insurance does not allow direct access, this is what we can offer to do to help them begin care
Let them know we can schedule an evaluation, without treatment, then fax the plan of care to their PCP for signature to use as the required RX
Offer to schedule them now and let them know that we will need the RX at the initial evaluation
Under what circumstances can we add a peds patient to the waitlist?
No available white space for 90 days
Unable to schedule due to credentialing issues for VA SP beginning 7/1
True or False
An Advocare call comes in but patient does not want to schedule, do we need to create a chart?
YES, at least obtain the patient's name and MD so we can create a chart for them