Show:
Types of Service
Scheduling Methods
Key Terms
Registration
Miscellaneous
100

Thorough review of body systems, including preventive care and screenings.

Complete annual physical exam

100

Unscheduled walk-ins; occurs during open office hours and in the order of their arrival.

Open-booking
100

Gathering pertinent health and insurance information.

Screening

100
Includes notice of privacy practices, consent for treatment, consent for use and disclosure of health information related to treatment, assignment of benefits, and consent for telehealth.

Patient consent forms

100

An electronic communication tool to serve both the patient and medical organization.

Patient portal

200

Medically necessary within 24 hours.

Urgent

200
Scheduling multiple patients at the same time period.
Double-booking
200

The medical organization and provider's norms.

Preference

200

Offering geographic directions, parking instructions, and/or acceptable forms of payment, etc...

Information provided prior to appointment
200
Requires a stable internet connection, an electronic device, and microphone.

Telehealth service

300

Has NOT received services from the provider or same group within three years.

New patient
300

Also known as streaming; scheduled at a designated time.

Time-specified scheduling.

300
Meeting the stipulated requirements to participate in the health care plan.
Eligibility
300
Cross-referencing records by names to account for legal name changes.

Avoiding duplicates of electronic health record

300

Commonly used to discuss results of lab tests or x-rays, prescription management, and management of chronic conditions, etc...

Telehealth encounter
400

Non-patient related services (like staff meetings or trainings).

Other entities

400

Patients scheduled in a 15-minute time period.

Modified wave scheduling

400

Designed timeframe for appointments based on the method of appointment durations.

Matrix

400

Provides a method of communication for routine questions from patients.

Patient portal

400

Requires a consent form or verbal authorization annually prior to telehealth visits.

Medicare

500

New or established patient for a specified complaint at highest coding level, multiple complaints, injuries, or worsening chronic conditions.

Comprehensive

500

Scheduling two or three patients during a designated hourly time period (last 30 minutes of the hour, patient seen in order of arrival).

Wave scheduling

500
A written plan that specifies criteria to be followed in defined situations.

Protocols

500

Scheduled blood or urine laboratory tests, radiology imaging, or EKGs preformed prior to scheduled surgical procedures.

Scheduling preadmission testing (PAT)
500

Information scanned and imported into patient health record.

Patient registration information