Daily Operations
Patient Chart
SEM
Scanning
Miscellaneous
100

Document Routing should be checked this many times per day. 

What is four?

100

This Referral Source Code is used when we do not know who the referring doctor is or if as a placeholder while they are being added into Raintree.

What is TEMP? 

100

This visit code is used for Medicare, Tricare, and Medicaid Payors. 

What is EM/VM? 

100

These cards should be obtained from each new patient at IE.

What are ID and Insurance Card(s)? 

100
This person is your Territory Practice Director

Who is Lauren McClaskey? 

200

These 2 reports we run and use daily to keep track of our authorizations

What are the Future Auth and Charges Holding Reports? 

200

This date is used as the Effective Date when adding a referral into the Prescriptions box. 

What is the date the referral was signed? 

200

The number of TEVALs a full time PT/OT should have on their schedule each week

What is 6? 

200

These documents need to be scanned specifically into the Insurance Tab? 

What are Ins Card(s) and Benefits/PPAC

200

This information should be included in email signatures.

What are Name, Title, RT location name and number, clinic address, phone, and fax?

300

This location code is used to send a referral from Doc Routing to PLCC to work. 

What is MDCO/DECO? 

300

These types of patients do not require PPACs

What are Work Comp, MVA(L), FUND, VA, and Patients with Secondaries. 

300

These appt types should be prioritized on a PTA/COTA schedule.

What are VG and VW? 

300

Authorization obtained in the clinic should be linked here. 

What is the authorization line? 

300

Name 2 things that would prevent your clinician from signing a note? 

Missing VOB, Missing Phone #, Missing Mailing Address, Missing Referral, Missing Referring Provider, Missing WC Employer, Y in WC or A/O in MVA Cases, 

400

This is the timeframe Infinx has to work an authorization request before we send an escalation.

What is 48 hours?

400

These contacts should be added (if known) into Work Comp patients' Communication Tab.

What are NCM, Adj, and/or TPA/MCO?

400

This is the goal for visits seen per FTE.

What is 11?

400
This is how we categorize and label the PHI Form from Intake Paperwork

What is Consents > Signed PHI. 

400

Explain Completion Rate

What is the % difference between where a clinic finished a week vs where they started? 

500

Name the 4 tabs on the NEW Monday report starting Monday 

Charges Holding, Referral Counts, Dashboard Tasks, Not Scheduled  

500

The Referring Provider should match in these 4 spots in the patient's case(excluding Work Comp). 

What are Marketing Referral, Billing Referral, Billing Ref. Contact, and Prescribing MD (in Prescriptions box)? 

500

PLCC will look to scheduled in TEVAL slots only after this many days with no other slots available.

What is 5 days?

500

This is what you fill out if we accidentally scan in documents to the wrong patient acct

What is a HIPAA Compliance Ticket(Scanning Errors/Duplicate Accts)?

500

I am a patient with a $5,000 unmet deductible and cannot afford $125/visit. Explain our options and what you would do to set them up.  

Offer and explain Payment Plan process.