Freeze for Phreesia
What is Phreesia primarily used for in the intake process?
What is collecting patient demographics and paperwork before the appointment.
What is Athena primarily used for?
What is Scheduling, charting, billing, and patient documentation.
What is the main goal of the intake appointment?
To gather patient background, presenting problems, and assess needs. To evaluate mental, social, and medical factors influencing the patient’s health and establish them with services.
TWO PART QUESTION : What is the purpose of the Mental Status Exam? and how should the chart be set up for a telehealth appointments?
Part A : To document what we visually assessed during the appointment
Part B: Click "all Normal" to default the characteristics. Under General appearance, deselect Normal Weight. Under Motor Activity select unable to visually assess motor activity due to telehealth platform.
True or False: For the PE section you can either use the template MSE or Mental Status Exam
False: You cannot use MSE only the Mental Status Exam spelt out
How do you check if a patient has completed their Phreesia paperwork?
What is by reviewing their status symbol under the precolumn on the Phreesia dashboard.
Where can you find a patient’s appointment details and demographics?
What is Quickview Page
What should you do in the Data Reconciliation section before beginning documentation?
Click “Expand All”, then “Select All Available”, and choose “Update Chart” to import all available patient data.
True or False: Medicaid is a 9 code when it comes to billing for the intake.
What is: False. Almost all Medicaids get H0031 and H0031, HO for in person or H0031, HO, GT for telehealth appointments.
P.S. There are a few exceptions when it comes to Medicaid being an H code see orientation folder for billing cheat sheet.
Which is the name of the macro used in the A/P section.
What is: .a2025intake
What should you do if a patient’s Phreesia link expires or they can’t access it?
What is resend the link via the text chat option or notify the front desk to assist
True or False: If an insurance is showing as inactive on Phreesia but eligible in Athena cannot complete the intake?
What is: False as long as the insurance is reading as eligible in Athena you can do the intake.
What should you do if a patient presents as a safety risk during the intake?
What is follow crisis protocol and notify a supervisor or DCF immediately.
After documenting an intake, what is the purpose of creating a Patient Case in Athena?
To connect the patient to ongoing services, assist with scheduling, and route the case to the correct department.
Which section in Athena is used to document CFARS/FARS ?
What is : Discussion Notes Box in the A/P section of the encounter.
Where in Phreesia can you verify that the consent forms have been signed?
What is right clicking on the patient and then selecting patient report
True or False: If the insurance is showing as unverified in Athena you can proceed with the intake.
What is : True. If the insurance reads as unverified or eligible you can do the intake. If it shows as ineligible, you cannot do the intake.
What information must be verified before beginning the intake session?
What is patient name, DOB, consent forms done correctly, phone number, address, current location, and insurance. Then explain HIPPA statement
When finalizing an intake, what steps must you complete in the Billing Tab before marking the note reviewed?
Apply all ICD-10 codes to all services, check the “bill” box on the last row for the procedure code and set the unit to 1, PHQ and GAD are marked as NBA, include your and supervisor’s initials, mark “Billing tab review complete,” then click “Save and Mark Reviewed.”
If you file a DCF report, where do you document that you did.
What is: Creating a patient case; do not include it in the actual note
True or False: Phreesia automatically updates all patient data into Athena once the paperwork is completed.
What is: False — it requires the staff to manually transfer it over in Athena once patient is checked in.
Two-part question: Where do you note a patient's status on the FDLE registry after checking?
If they are on the FDLE registry or are a forcible felon where else does this information, go so anyone opening the chart can see?
What is the quick-view notes box and on the chart sticky note at the top
Explain the comprehensive care model here at Elitedna
What is: Patients should do both therapy and psychiatry services to improve better outcomes for the patient
When sending the note to be reviewed if the providers name is not popping up what should you do?
Name the key components that must be included in the “Assessment and Plan Summary Paragraph” section
What is: Services requested, changes to family or social situation, stressors, trauma hx, substance use hx, concerning behaviors/symptoms, prior dx, prior inpatient or therapy services, medication hx, safety concerns currently, hx of SI/HI/SH, sleep concerns, appetite concerns.