Gen Derm Scheduling & Phones Team
You are trying to get an AWJ patient scheduled for an urgent visit, but she is booked for weeks. You'd like to double-book that patient somewhere, but you're not sure where the best place to double-book them would be.
What is the Scheduling Cheat Sheet?
A patient calls to schedule a cosmetic consult for Botox and filler but they also report that they have Medicaid, so you're unsure how to proceed.
What is the Medicaid Protocol document?
You are scheduling a BBW patient for PDT in LM and they are requesting a Tuesday morning. There are no templates slots and you are unsure if you can schedule there.
What is the PDT Workflow?
A patient asks you what the down time is for an IPL full face laser treatment, but you're not sure.
What is the Script for Cosmetic Procedures document?
A new patient is checking in and refuses to complete the bottom portion of the OCAA, but they still want to be seen for their visit. You are unsure if we can still see them if they don't sign the form.
What is the OCAA Guidelines & Talk Tracks document?
You just got trained on phones (woohoo!) and you know there is side work to be done, but you don't know how to prioritize the work and can't remember how to complete it all.
What is the Phone Team Workflow?
You are attempting to schedule a new patient for a visit, but you need to determine whether their insurance plan requires a PCP referral or authorization.
What is the Insurance Plans Reference document?
You are scheduling a patch test for a LAS patient and don't know which days to schedule the appointments.
What is the Patch Testing Scheduling & Logistics document?
You just sold your first cosmetic package, but now you have to document it, and you don't know how!
What is the Cosmetic Appointment Workflows?
An established patient calls to schedule a focused visit, but you can see that they have a history of several last-minute cancelations and no-shows. You are unsure if you can schedule them or how to proceed.
What is the Appointment Cancelation, Reschedule, Late Arrival, and No-Show Workflow?
You are speaking to a patient that has an urgent concern, and all of the providers in their preferred office are booked out for weeks. You think the patient should be seen sooner than the first available appointment and you want to ask for an override, but you're not sure what the steps of that process are.
What is the Art of Scheduling document?
You're reviewing the appointment flow for the day and see that some appointment notes say "ins prelim" and some say "ins ver," but you're not sure what the difference is.
What is the Insurance Verification Accuracy Workflow?
You are scheduling an excision for an AWJ patient and are unsure about the talk track and what you should tell the patient at scheduling.
What is the Appointment Scheduling Workflow - Medical Dermatology document?
A patient calls to schedule a consult for filler. You know only some providers do this treatment, but you aren't sure of which ones.
What is the Cosmetic Procedure by Provider document?
You have an insurance question, but there are multiple insurance Google chats and you're not sure where you should ask your question.
What is the Google Chat Etiquette document?
You pick up a call from a person who has applied to a job with CCD and is wanting to follow-up with the hiring team, but you don't know how to best direct them.
What is the Phone Operator Guide?
You are scheduling an appointment for a patient and they have an insurance plan that we have to call to verify, but you don't know how to do that or what to ask about.
What is the Full Insurance Verification Workflow?
A patient of MJM's calls you to schedule a CO2 treatment, and in their chart you can see that they've already had a consult with him. You don't know how to schedule this, what the numbing time should be, or what deposit to collect.
What is the Appointment Types & Scheduling Guidelines document?
You are in LM and Dr. Caufield Smith asks if DTC has Belotero+ filler in stock as she will be there tomorrow and needs to have it for a patient, but you don't know if they have it in office.
What is the DTCO Cosmetic Inventory Tracker?
A couple come into the office for back-to-back visits and they both have a $50 copay and they ask if they can just make one $100 payment. You are not sure if we can do that.
What is the In-Office Payment & Collection Workflow?