INSURANCE
SCHEDULING
REFERRALS
CHECK IN
MISC.
100

IF PATIENT ARRIVES TO OFFICE FOR A PHYSICAL AND WE SEE A RED X, WHAT DO WE DO?

$100 DEPOSIT OR RESCHEDULE!

100

WHAT DO WE DO IF A PARENT CALLS AND CHILD IS HAVING LOTS OF ISSUES ON THEIR MEDICATION?

TASK THE PROVIDER!!!!

100

WHAT IS THE REFERRAL LIST CALLED?

WORKLIST / CLERICAL LIST

100

WHAT DO WE DO IF PATIENT ARRIVES LATE?

CALL BACK AND ASK THE PROVIDER!

100

WHAT DOES THE RED SHIELD ICON MEAN IN PHREESIA?

UPDATE TO INSURANCE! CHECK PM AND VFC!

200

NEW PATIENT VS NEWBORN - INSURANCE POLICY

MUST HAVE INSURANCE TO SCHEDULE NEW PATIENT. NEWBORNS WILL NOT HAVE INSURANCE INFORMATION UNTIL ABOUT 1-2 MONTHS OF AGE

200

HOW MANY PHYSICALS CAN WE BOOK, IN A ROW?

3!!!!! BUT ABSOLUTELY NO MORE THAN 4!!!!!!

200

WHEN A PARENT REQUESTS A REFERRAL, WE NEED TO KNOW WHAT KIND OF REFERRAL (SPECIALITY), WHAT ISSUES ARE THEY HAVING, AND ..... ?

IS THERE A SPECIFIC PLACE THEY WOULD LIKE TO GO?

200

WHAT FORMS DO WE GIVE TO A 17 YEAR OLD, WHEN THEY COME FOR A PHYSICAL?

REGISTRATION, PHQ/CRAFFT, GC SCREENING

200

WHAT DO WE DO IF WE DO NOT HAVE THE SCHEDULE FAR ENOUGH OUT TO SCHEDULE A PATIENT? 

SEND OURSELVES A TASK / PUT THEM ON THE CALL LIST

300

IF A CDPHP HAD AN ID NUMBER OF "CD185672900", IS THIS VFC ELIGIBLE OR NO?

YES - CHILD HEALTH PLUS. 

CD PREFIX, 00 SUFFIX = CHP

300

WHAT AGES CAN WE BOOK AT THE 4PM AND 420PM APPOINTMENTS, ON AN ON-CALL DAY?

5 YEARS OLD AND UP!

300

WHAT DO YOU DO WITH AN INTERNAL REFERRAL?

GIVE PARENT OFFICE NUMBER, ASK THEM TO WAIT 2 WEEKS TO BE REACHED OUT TO, "PATIENT WILL SCHEDULE" REFERRAL.

300

I ASK PARENT ABOUT BALANCE ON THEIR ACCOUNT, THEY DON'T MAKE A PAYMENT, WHAT DO I DO?

WRITE "PATIENT NOTE" IN PM!

300

PARENT CALLS, STATES THE CHILD HAD A NAME CHANGE. WHAT DO WE DO?

NEED LEGAL DOCUMENTATION FROM COURT, BIRTH CERTIFICATE WITH NEW NAME, OR NEW INSURANCE CARD. NOTES NEED TO BE MADE IN PM/EMR

400

WHAT DOES VFC STAND FOR?

VACCINES FOR CHILDREN

400

CHILD CANNOT GET IN WITH PCP FOR A MONTH, PARENT ASKS TO SEE ANOTHER PROVIDER. CAN THEY?

DEPENDS ON WHAT FOR - GENERALLY NO


"THEY LIKE TO SEE THEIR OWN PATIENTS"

400

WHAT ARE THE 2 MAIN THINGS WE NEED TO CONSIDER WHEN DECIDING WHERE TO SEND A REFERRAL?

INSURANCE AND LOCATION

400

WHAT FORMS DO I GIVE TO A 7YR OLD NEW PATIENT, SEEING ROB?

CONSENT FORM ONLY

400

IF A PARENT DROPS OFF LEGAL DOCUMENTS (EX: CUSTODY PPW), WHAT DO WE DO?

1. MAKE SURE IT IS SIGNED BY JUDGE

2. GIVE TO BROOKE OR SAMANTHA

500

WHAT IS THE DIFFERENCE BETWEEN V02 AND V22?

V02 = MEDICAID, V22= CHILD HEALTH PLUS

500

IF PATIENT IS ON A DELAYED VACCINE SCHEDULE, DO WE SCHEDULE THEIR VACCINE APPOINTMENT WITH A NURSE OR WITH THE DOCTOR?

DOCTOR! TO HOLD THEM ACCOUNTABLE TO THE AGREED UPON SCHEDULE

500

WHAT INFORMATION DO I NEED TO PUT IN A REFERRAL NOTE?

WHAT YOU SENT, WHERE YOU SENT IT, AND HOW DID YOU LET THE PARENT KNOW? 

500

IF I NEED TO SPEAK TO DR AUSTIN, WHAT EXT DO I CALL?

2481

500

WHEN AN INSURANCE COMPANY CALLS REGARDING A PRIOR AUTHORIZATION (PA)....

1. WHERE DO WE PUT THE INFORMATION GIVEN 

2. WHAT SPECIFICALLY DO WE NEED AT THE END OF THE CALL

1. EMR - EXTERNAL COMMUNICATION 

2. REFERENCE # / NAME OF REP