Financial Screening Form
This status is used when a patient has applied but not presented proof of income
SMCHC - Proof of income required
This message is used when everything has been verified and no documents are required.
Pre-Reg
What documents are required for check-in?
CDF, FSF, HIPAA, Patient ID, Insurance Card
How often must a patient be seen to continue receiving a medication refill
How long can new patient visits be?
15 or 20 min
This document is used when you have exhausted asking for all types of proof of income and the patient has none.
POI Waiver
This message is used when everything is verified but zero documents are complete.
Pre-Reg: CDF, FSF, HIPAA
Once a new patient has been fully checked in, what documents must be presented to the patient? (Add bonus question here for extra 200 points - what is included in the welcome packet?)
This message pool is for behavioral health patients
Tumwater MH Nurse Pool
Where can't new patients be scheduled?
Next to comprehensive appointments and not prior to lunch or the EOD
Can you use a food stamp benefits statement as POI?
BONUS: Can EBT be used as income?
Yes ---- No
This insurance search term is used when looking for veterans insurance
Triwest
What insurances are Dr. Fuerst currently credentialed with?
Medicaid and Delta Dental
This message pool is for ortho patients
Lacey Dental Front Office Pool
Are well child checks comprehensive appointments?
No
A patient brings in POI - they received an average of 2500 every 2 weeks, what do we multiply 2500 by to receive their annual income?
26
List the following insurance in the correct filing order
Molina Apple Health - Cascade Select - United Healthcare Medicare Advantage
At what intervals after a patient's appointment time when a provider is running late should we check-in on patients
Good morning/afternoon/evening, thank you for calling Sea Mar, my name is _______, how may I help you?
What is the navigation to the clinic profiles for all sites? (Website and each button click)
Sharepoint > Central Services > Call Center > Clinic Profiles
SCRIPTING: What is the first question we ask patients when they arrive to any clinic?
Tell me the proper FSF script
How may we help you?
“As a federally funded health center, we are required to anonymously report demographic information and income on all of our patients. This helps determine your eligibility for discounts on services at Sea Mar, including those not covered by your insurance and services provided by our contracted lab. We will require proof of income to begin providing a discount, would you like to apply today?
List all the verification you must do during Pre-Registration
Name, DOB, PCP, Insurance, Time of Appt, Emergency Contact, Address, Phone, Homeless Status, Farmworker Status, MyChart Status, documents
What age can a patient check themselves in for family planning including birth control, pregnancy test, and mental health/substance use disorder? What about for sexually transmitted infections? (STI)
13, 14
How many days left does a patient have for their first order of meloxicam?
Meloxicam
Take 1 tablet my mouth twice daily for pain. For back pain, DISP-60 tablet, R-0, E-Prescribe, Oral
Dispense: 60 Tablet
Refills: 1 Ordered
Pharmacy: Huy's Pharmacy
---Order Details---
Ordered on: 3/1/2026
Associated dX: Chronic Bilateral low back pain
Authorizing Provider: Joly Wu, PA-C
4 days left.
A patient arrives stating that they fell and have a booboo on their knee, they are not a patient at Sea Mar, what do you put in the appointment notes? What visit type?
Standby - Issue with Knee | Simple Visit