Schedule Methods
Types of Office Visits
Requirements Related to Duration of Visits
Document Purposes
Random
100

What is the definition of a schedule matrix?

The designed time frame for appointments based on the method of appointment durations.

100

New Patient

Has not received services from the provider or same group (and specialty) within 3 years--includes known complaint/condition

100
New Patient

60 min

100

Patient flow sheet

Records and tracks patient health data, such as vitals or lab results

100

Referrals

An order from a provider for a patient to see a specialist or to obtain specific medical services.

200

What is Specific time?

A specific time gives each patient an individual time for their appointment.

200

Established Patient

Received services from the same provider or same group (and same specialty) within 3 years--includes known complaint/condition

200

Established Patient (could include follow-up, sick, or consultation)

15 min

200

Encounter form/Superbill

Records the diagnosis and procedures covered during the current visit

200

PMS

Practice management system

300

What is Wave Scheduling?

Scheduling two or three patients during a designated hourly time period.
300

Comprehensive 

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

300

Comprehensive

45 to 60 min

300

Encounter notes

Clinical notes that include history of present illness and current medications list

300
RTA

Real-time adjudication

400

What is Double-booking?

A type of scheduling in which two or more patients are scheduled within the same time slot.

400

Preventive care

Thorough review of body systems, including preventive care and screenings

400

Preventive care (complete physical exam, annual wellness exam, chronic care management)

45 to 60 min

400

Laboratory reports

Includes results from lab tests that were performed

400

AVS

After-visit summary

500

What is Clustering?

Scheduling patients in groups with common medical needs

500

Urgent

Medically necessary within 24 hr

500

Urgent

20 min

500

Radiology Reports

Includes results and interpretation from radiology services provided.

500

NPP

Notice of Privacy Practices

600

Other entities

Non-patient related (depositions, sales, representatives, staff, meetings, training)

600

Other entities

30 min

600

Notice of Privacy Practices (NPP)

Document that identifies how the provider will distribute and disclose a patient's protected health information. 

600

CMS

Centers for Medicare & Medicaid Services