PM vs EHR
Which side of the NextGen system would you utilize to schedule an appointment?
What is:
PM (Practice Management)
Prior to collecting a payment, what must 1st be created by the agent?
What is:
A batch.
Prior to submitting a refill request, what should the patient have scheduled?
What is:
An appointment.
What is the 2 main identifiers that the agent must obtain prior to proceeding?
What is:
Name, and Date of Birth
What team do we send medical records to?
What is:
Our medical records team
A patient is needing a refill request. In order to notify the clinician of this request, which side of Nextgen would you use to send the request?
What is:
EHR
When should a copay be collected for an appointment?
What is:
At the time of service
What is the timeframe for clinicians to respond to task/refill request?
What is:
Up to 72 hours
What is our cancelation policy?
What is:
We have a 24-hour cancelation policy.
What is included in the 5-step verification?
What is:
1. Name
2. DOB
3. Current address
4. Phone Number
5. Current insurance information
A patient calls in to check to see if they have a balance. What side of Nextgen would we use to check this?
What is:
PM
How can we tell if the patient has a credit rather than a balance?
What is:
A minus sign will be before the number
Example: -$20.00
Which team handles prior authorization request?
What is:
MST (Medication support Team)
How many days does our medical records team take to process standard medical records request?
What is:
14 business days
Scenario: Mom of 16 yr old patient calls in to make an appointment for her child, what must we look for on file before proceeding with the request?
What is:
A release of information, or any legal documents.
What side of Nextgen would we use to check to see if the New Patient Paperwork has been uploaded into the chart?
What is:
EHR
Is a Medi-cal patient required to have a credit card on file
What is:
No, It is illegal to charge a medi-cal patient
Before submitting a refill request the agent should check the medication module to check for...?
What is:
To check for existing Rx and refills
A caller calls in interested in starting services with Mindpath health. They have never been seen by us before. Which department would we transfer them too?
What is:
Our intake department.
Who can initiate a termination from Mindpath health?
What is:
Either party. Both the clinician and/or the patient can initiate a termination
A patient calls in to schedule a refill request but also needs a follow up appointment. Which side of Nextgen would we use for both of these requests?
What is:
PM for Scheduling
EHR for RXRF request
Which system is both FOC and patient facing to review balances/make payments/ set up payment arrangements etc..
What is:
Cedar
A patient calls in to let us know that their pharmacy let them know that their insurance won't cover their medication without insurance approval. What needs to be started by us in order to try to get this medication approved by the patient's insurance?
What is:
A prior authorization
How far in advance should we audit the schedule for an initial evaluation, and a follow up appointment?
What is:
Initial Evaluation appointments are to be audited a week in advance as well as two days before the appointment.
Who must initiate a switch request?
What is:
The patient must always be the 1st to initiate a switch request