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Scheduling
Shortcuts
Insurance
Who is responsible?
Registration
100
Appointments on the Appt Desk that have an "R" next to them.
What are recurring appointments?
100
The shortcut on the demographics form that will default the patient's city, state, zip, and county.
What is the city (or zip) field?
100
This person holds the insurance.
What is the Subscriber?
100
The person responsible for the bill after insurance has paid.
What is the guarantor?
100

The section of Registration where you can view a patients' co-pay and previous balance.

What is the Payments section?

200

This button on the Appt Desk will let you cancel an appointment for the patient.

What is Cancel/Reschedule?

200
The date shortcut you can use to search for appointments one month from now.
What is m+1?
200
A patient presents with insurance coverage held by her spouse, this is what the patient is considered to be.
What is a covered member (or dependent)?
200
The person listed as the guarantor of a minor.
Who is the subscriber?
200
In order for Epic to respect a temporary address, the following information must be entered.
What are the start and end dates?
300
This checkbox allows epic to search for the first available appointment.
What is Auto Search?
300
The shortcut used for today's date.
What is "t"?
300
The field where you enter the termination date when expiring an insurance coverage.
What is the eff to date?
300
The step-mother carries the insurance on a minor patient, this person is set up as the guarantor.
Who is the biological father?
300
The place where bills are sent after insurance has paid.
What is the guarantor's address?
400
A patient's appointment is actually scheduled after you click this button.
What is Accept on the Appointment review window?
400
This shortcut can be used in the referring provider field if it was the patient's primary care physician?.
What is pcp?
400
The insurance plan you would enter if you can't find the patient's insurance plan in epic.
What is generic?
400
The guarantor type used for auto or school accidents.
What is a TPL (Third-Party Liability) guarantor?
400
The status a patient's appointment has once the patient has been checked in.
What is Arrived?
500
On a provider's schedule, what color would indicate that a slot had no regular openings, but at least one overbook appointment available?
What is Yellow
500
This button within registration will allow users to quickly copy the patient's address to a contact, guarantor, or subscriber.
What is Pull Info?
500
The field that needs to be completed on all patients that have Medicare and another insurance.
What is MSPQ Type?
500
Set up this account if the patient does not want to receive the bill at their home address.
What is a Confidential Guarantor Account?
500

The name of the right side bar that is used by end-users that verifies the patient, guarantor, and insurance information.

What is the checklist?