Misc.
Everyday Knowledge
Testing/Imaging Scheduling
Workflow
Expectations
100

What is the process for Add Ons?

#1- Adds on should only be added next day if approved by provider

#2- If appointment is scheduled for less than one week out, you need to webex the Add On chat + webex the appropriate Care Team Chat

100

When do we use the different appointment status options (i.e., Confirmed, Canceled, Same Day Canceled, Reschedule,etc.)? 

Confirmed - Patient confirmed

Canceled - Patient canceled 1+ day prior to appointment & did not r/s

Same Day Canceled - Patient canceled same day as appointment (even if they r/s)

Rescheduled - Patient canceled 1+ day prior to appointment & r/s

100

What testing can we perform at Lakewood?

ETTs

Echos

Stress Echos

Nuclear Medicine

Nuclear Medicine with Lexiscan

100

Who is responsible for confirming next day appointments?

The provider's scheduler 


100

Who do MOS report to?

Brittany

200

What is the process if you receive a call for a patient wanting to schedule a NP appt?

Will review verbally :) 

200

What is the purpose of the Patient Balance spreadsheet?

#1 - Notify FD of patient copays 

#2 - Flag patients who have outstanding balances

200

What is the difference between scheduling an Echo and a Stress Echo?

Echo - 45 mins on Echo Schedule / No provider

Stress Echo - 60 mins on Echo Schedule + 30 mins on provider schedule (i.e. Stress echo scheduled for 8:00-9:00am on echo schedule & for 8:30-9:00am on provider schedule)

200

Who is responsible for scanning in patient packets?

Whoever is working FD that day. 

If you cannot finish, you are responsible for completing the following day. 

200

What are our lunch and break policies?

Two, 10 minute paid breaks (for full shift)

One, 30 minute unpaid lunch break

300

What is the process for Uninsured/Self Pay Patients?

Fill out Uninsured Pay Grid > Give Sheet to MA > Provider to select CPT code during visit + sign sheet > MOS to collect payment after appointment


Payment is due at time of service

300

How do you help a patient unlock their patient portal account?

Patient Chart > Info > Options > Web Enable > Reset Password

300

Which providers want ETTs scheduled ONLY on the MA schedule, and not with an overlapping appointment with the provider?

Hemminger

Schwartz

300

How many EKGs do we schedule for patients starting Sotalol? How do we schedule these EKGs?

THREE

MA Schedule, but provider has to be in clinic

300

What is our cell phone policy?

Out of sight, out of mind

400

How to decide when to schedule a NP appt vs a EST appt?

-NP: Never been seen in practice before, Transitioning care from one provider to another within the practice. PHFU

-EST: Ongoing care 

400

What does calendar integrity mean? 

Ensuring all patients for the day are either marked as checked out, cancelled, NCNS, etc. 

Must be done DAILY

400

Who can schedule LW testing?

Anyone


Reschedules need to be routed to Lana Madison

400

Who is responsible for auditing provider calendars? What are we looking for?

The provider's scheduler. 

Looking for lunch blocks, double bookings, facility code, etc. 

400

When do you arrive for your shift and when do you leave after your shift?

Scheduled start & end time

Sometimes you will need to stay late

500

When scheduling appointments, when do you need to put a "Reason" in?

ALWAYS 

Must be detailed

500

What do you do when a patient NCNS? 

#1- Send bean to provider's scheduler 

#2- Scheduler is responsible for contacting patient via phone

#3- Send NCNS letter to patient address

#4- Notify PM if patient NCNS 2+ times

500

How do you schedule a Nuc?

#1- 2.5 hours on the 4252 Imaging Schedule

#2- 30 mins on the provider schedule, 75 mins into the nuc appt (i.e. nuc is 8am-1030am, provider is scheduled for same patient from 915-945)

500

Who is responsible for prep?

Whoever is working FD needs to prep for the following clinic day - regardless of who is scheduled to work the following day

(i.e. Monday FD needs to prep for Tues Clinic)

500

How do you schedule time off?

Preferably 2 weeks in advance -

Send Outlook Appt Invite to myself