FM/IM
Dental
Behavioral Health
Woman's Health/OB
Other
100

 Patient calls requesting to schedule a telehealth appointment with Dr. Convery. How do you proceed with the call?

Inform caller we do not offer telehealth for IM.

100

Can you schedule SRPs before the prior auth has been approved? How do you know the prior auth has been approved?

No, FYI flag will show prior auth status

100

What is the difference between Behavioral Health Practicioners (BHP) vs Psychiatry?

BHPs offer therapy and psychiatry offers medication management

100

What visit type do you use for removal of an IUD? What is the appt length?

Procedure; 30 minutes

100

If a patient calls in wanting to get labs drawn, who do you schedule with and what visit type?

Clinical team as a nurse visit type.

200

Can non established patients get a pregnancy test done under a nurse schedule/visit? Why or why not?

No due to pt being new and not knowing any history on the patient.

200

Can hygenist see children under the age of 13? If so what type of appt?

Yes, Pediatric recall

200

if pt has not been seen by bhp (non Psych)  in over 6 months what do you do?

Transfer the call to Lisa Brandos.

200

in order for pt to start seeing an OB provider what is needed?

A positive pregnancy test within PHC.

200

If a new pt does not have insurance do they have to be scheduled in with PSS/HBS?

Yes; add FYI flag

300

Can an IM pt be seen in FM for acute issues? Why or why not?

No; should continue care with IM

300

If a same day treatment slot is open, can it be scheduled as a limited? Why or why not?

Yes, as long as the patient can check-in prior to the appointment start time

300

if a estab pt is having a crisis what do you do?

What don't you do?

Send URGENT Epic chat to where the pt is seen so they can take the call, DO NOT place pt on hold.

300

Can you schedule a pt for an initial ob visit?

No the ob team will schedule them.

300

What is the first question asked when a caller is requesting a prescription refill?


Have you contacted your pharmacy


400

How often are patients seen for WCCs once they turn 3?

1x/year

400

What areas in epic can you find to see patients treatment plan/appointments needed?

Hint: 3 different areas

Patient side bar

Chart review/Snapshot 

Active request tabs


400

if pt can not make their bh appt and is calling 1 hour before their appt to cancel only, what is the next step, do you mark as a "No Show"?

No, just cancel appt.

No Show does not apply for BH.

400

Can IM patients be seen under WH dep for BC? Why or why not?

Yes IM does not see for BC.

400

what do you ask/do when a patient is calling regarding an appointment with Alan Bollinger?


Ask if its regarding MAT or HIV

HIV-transfer to the project

Mat- transfer to Brandy lawr

500

How would you handle a caller requesting vision screenings for school?

Inform caller we don not offer vision screenings and needs to be seen by an optometrist

500

how do you handle another dental clinic needing xrays and how are they sent?


transfer call to referral dept the can send them via email.

500

If a patient is being referred to BH due to any kind of court involvement, including self-referrals, we _____ accept those referrals. This does include DHS for parent/child reunification.

Do not

500

What's the timeframe for postpartum appointments?

 Patient will need 2 separate appts: 1st appt at 2 weeks and another appt at 6 weeks. Submit telephone encounter if there's no availability within the timeframe

500

How would you explain what MyChart is to a caller? How can you enroll a patient in MyChart?

 MyChart is a free online tool. MyChart is a secure patient portal where you can access your health information 24/7. It includes self-service features, such as sending a message to your care team, viewing appointment information, and paying any outstanding balances. In addition, you can view medications, vaccine records, and test results. Patients can sign up through text message or email.