IN BASKET
CHART REVIEW
QUICK ACTIONS
ROUTING
ROOMING
100

Which InBasket do ROI requests come through most frequently?

CC'd Charts

100

How many steps are there in a chart review?

9

100

What is a quick action?

A preset MyChart message that we can send to patients.

100

What pool do we route a Bridge scheduling request to and who works this pool primarily?

Front desk pool, CCRs

100

True or False: We can do a visit for a patient if they are not in Oregon or Washington.

FALSE

200

What type of encounters would I find in advice request?

MyChart messages from patients

200

What is the first step for chart review?

Open Patient Station

200

What quick action do we send to a patient when we schedule an onboarding appointment?

.RMEAPPTINFO

200

A patient calls with a refill request, where does this get routed to and who works this pool?

Provider pool, providers.

200

Why do we use the white dot and the green dot?

White dot-Rooming in process

Green dot-Rooming complete

300

Which folders are best to work in the morning?

Pt schedule and patient advise request. 

300

What is the last step of chart review?

Route for follow up.

300

What quickaction do we use when we are asking a patient to schedule an appointment for an ED/IC/EC follow up

.BRIDGEEDFOLLOWUP

300

What pool do we route onboarding eligibility questions to and who works this pool primarily?

Onboarder pool, LPSS

300

What time do we start to room with the patient and how long do we have to room?

At the scheduled appointment time (on the 15th and 45th minute of the hour) we have up to 15 minutes to room.

400

If a referral was denied and we get a message from the referral department with in-network options, what do you do with it?

Turn the message into an encounter and outreach to the patient. 1 My Chart message and 2 calls. Once they select their preferred option, route the encounter back to REF OPS NORTH PMG REFERRALS

400

What is most missed opportunity in chart review?

Reviewing Care Gaps

400

If a patient is looking for additional mental health resources and they have ___ insurance plan, what quickaction can we send them?

PHP commercial plans

.PHPBEHAVIORALHEALTHCONCIERGE

400

You completed a PBQ, patient answered no questions in red. Where do you route to? Who works this pool?

RN pool, RNs.

400
Up to what age are we asking the pregnant/breastfeeding/menstrual status questions?

age 55

500
What should you do if a patient sends a MyChart message to discuss a symptom?

Call patient and conduct a PBQ to help advise you on transferring to a Nurse, Scheduling a visit, or routing to a provider. 

500

Which care gaps can we mark declined on?

Vaccines

500

When a patient schedules an appointment regarding FMLA paperwork, what quick action do we use and what other step do we need to take?

.BRIDGEMYCHARTFMLA and attach the FMLA/ DISABILITY QUESTIONAIRE pdf to the message. 

500

A patient tells you they completed a colonoscopy and we have the record, but patient's caregaps does not reflect that this was compelted. Where do we route to? and who works this pool?

Clinical support pool, CCCs.

500

When do we drop the charge for PHQ/GAD completion

Anytime one is completed for a visit.