The Calendar & Patient Chart Tabs
This prevents an appointment from being scheduled during a certain period of time.
What is a Time Block?
Double-clicking on this allows an appointment to be scheduled.
What is the Calendar/Schedule?
True/False: Changing the patient status to Checked-In from the dropdown in Appt Flow is acceptable if you are in a hurry and need to check in the patients quickly.
What is False?
Which platform allows patients to schedule, message, or complete forms?
Klara
This Calendar view allows you to see multiple providers and locations.
What is Day view?
This symbol indicates a required field.
What is a red asterisk?
This link/button within Appointment Flow and other areas of the system searches for available appointments.
What is the Appointment Finder?
What 3 things can a patient verify in the patient portal?
Demographics, pharmacy, and medication history
Clicking on this Actions bar icon from a patient’s chart brings up the Patient Chart tabs to collect payment and update insurance.
What is Edit Patient Data?
Past and Upcoming appointments can be viewed from this link or tab in the chart.
What is Appointment History/View Appointment History?
There are 4 tabs on the Patient Check-in screen: Patient Basics, Insurance, Attachments and ____________.
What is Financials?
Which platforms provide a way for patients to actively update their info: the portal, Klara, or the Kiosk?
All of the above
Taking this action with an insurance policy allows it to be restored if needed.
What is Archiving?
DAILY DOUBLE!!!! T/F: Per the USOP SOP Referral Source is optional when scheduling a new patient.
FALSE
Always remember to do this when finishing the check-out process.
What is click Complete Check-Out?
This Patient Chart tab allows the user to Check Eligibility.
What is the Insurance tab?
You must be in this Calendar view to change the provider via the drag-and-drop method.
What is Day view?
This is the only place that the Eligibility Report can be found.
What is the Appointment Flow screen?