Patient Chart
Phreesia
EHR
Insurances
Misc.
100

What tab on the TREE do you select to send a patient portal invite? 

Engagement 

100

What does "Pre" on the Home Page mean?

Preregistration Status 

100

What tab do you select to create a work/school note?

Intergy EHR> Patient>Generate Correspondence 

100

What does PCP stand for?

Primary Care Provider

100

How often should you complete tasks?

At each point of patient contact and at least twice a day through the task box

200

What is the shortcut for HIPAA Consent to Treat 

/hct

200

What does E&B stand for?

Eligibility and Benefits or Insurance Verification 

200

Who can print out a clinical summary?

All CTM (with EHR access)

200

Is a PCP change mandatory?

No, if a patient does not wish to change their PCP they may fill out a discount application and pay out of pocket for the visit or pay full fee. Their insurance will not be billed and they will not receive referrals or labs

200

How does a patient reach a PCHG provider after hours?

On Call 352-518-2000, they will leave a message with the operator and a provider will call them back within 30 minutes

300

Is an emergency contact equal to an authorized representative?

No! Auth reps may receive information on the patient but emergency contacts may not

300

When does Phreesia send out paperwork?

3 days before appointment 

300

When do you give a patient a referral that does not need authorization? 

At check out

300

Is a PCP change confirmation from last month good to use for this month?

No, the insurance is ran at every visit to ensure PCP is assigned to PCHG

300

What do you print out during a code blue?

Face page/Demographics and Current Medication List

400

How many no shows can a patient have before being added to the "No Show List"

3 within the calendar year, with a PROVIDER

(Nursing, Community Services, PCC do not count against the patient)

400

How often does a patient fill out paperwork?

Every visit, the minimum being a COVID Questionnaire 

400

How do you get authorization for a referral?

Send referral to the APPROPRIATE referral pool

400

When do we run a Medicaid strip?

Every patient at every visit

400

How do you call a code?

Intercom radio, say loud and clear three times

CODE (blue/red/grey/edna/silver)

Location (lobby, exam room, parking lot)

500

Where do you print a payment plan through Intergy?

Reports> Letter/Lables 

500

What is the purpose of Phreesia?

Online Registration 

500

Can you edit a school/work note after printing?

No, you must create a new one

500

Can you use an insurance verification from 11/31/2022 on 12/01/2022? 

No, insurance should be ran at every visit and is not valid if it is from a previous month

500

Where do you submit a merge request? 

Email to HIM department pchghimteam@hcnetwork.org