When you are obtaining patient information for an appointment you should include?

Q: What items of information are needed to schedule an appointment?

It usually contains the patients names, telephone number, and reason for their visits. According to HIPAA, the daily appointment schedule should never to posted in an office area accessible to patients.

Q: What three pieces of information must you obtain to properly schedule a patient appointment?

obtain the patients home address and daytime telephone number..

Q: What are the three major pieces of patient information that should be obtained when scheduling an appointment quizlet?

4. Enter the patients name, phone number, and reason for appointment in the time slot.

Bay Medical Family Practice Scheduling Guidelines

Inhaltsverzeichnis Show

Cancellations
Your first visit to The Doctors Clinic
What items of information are needed to schedule an appointment?
What three pieces of information must you obtain to properly schedule a patient appointment?
What are the three major pieces of patient information that should be obtained when scheduling an appointment quizlet?
Which is important when setting up an appointment for a new patient?

Attn: Administrative and Clinical staff members

Below you will find guidelines covering our organizations policy and procedures for scheduling primary care appointments within our EMR system. All policies must be adhered to so that we may ensure our clinic is functioning at an optimal level of care. If you are having any issues with our scheduling system, please contact Alyssa Jules, our office coordinator. P:567-789-3465 ex. 3244.

Method:
All appointments will be scheduled in the EMR via NextGen. To access the appointment book, you must login to Enterprise Practice Management (EPM). If you are having login issues, contact Justin Harvey, IT specialist at P:567-768-9584 ex. 3267.

Physicians:
We have four primary care providers within our practice, each with a separate appointment book within EPM. To navigate between providers, utilize the drop down menu and locate the accurate provider. You will launch their appropriate appointment book by clicking on the provider name. To make this process even easier and to minimize scheduling error, each provider’s appointment book has been color coded. The color for each physician is as follows:
Dr. Spencer Andrews- Blue
Dr. Jennifer Smith- Red
Dr. Jonathan Marcel- Yellow
Dr. Patricia Handy- Green

Appointment Slots:
Each physician has both 30 minutes time slots, as well as 60 minute time slots. All established patients will be slotted into standard 30 minute timeframes. The 60 minute time slots are designated for new patients and annual physicals. Unless otherwise directed by the provider, nurse, or practice manager, do not deviate from these policies. EPM has already been setup to only display available start and end times that coincide with our office hours. All providers will see their first patient no earlier than 0800, and the last patient no later than 1600.

Appointment Confirmations:
Notifications for appointments to patients must be conducted 24 hours prior to the scheduled appointment. It is the responsibility of the Medical Assistant to confirm all appointments and annotate these actions in the EPM system. If for some reason you are unable to confirm the appointment, detail must be annotated on the patients chart. Please flag each chart that may have a disconnected number or incorrect contact number. Once the chart is flagged, a popup will appear at check in for any of the front office staff to see. Patient data information can then be reviewed at time of appointment.

No-shows/ Cancellations:
If you encounter a patient who calls to cancel an appointment, always offer to reschedule the appointment immediately. If the patient is unable to reschedule, annotate in the EMR system the reason for the cancellation. If you are able to reschedule the appointment for the patient, do not cancel out the previous appointment. To change this appointment, right click on the original date and time within the appointment book, then select the reschedule feature. A box will appear for you to enter in a new date and time. All notes and appointment specifications will then carry over to the new date and time. If a patient is more than 60 minutes late, without any notification, we will be forced to reschedule the appointment. We currently do not have a fee for no-show patients, but a chart note must be added reflecting this.

Tip: Always verify that you are in the correct provider appointment book when scheduling. Memorize the color coding, it will reduce scheduling errors.

Please have the following information ready when calling to schedule your appointment:

Patient’s full name (including middle initial)
Date of birth
Current address and phone number
Current insurance information
Physician’s name who you wish to schedule appointment with
Purpose of the appointment*

*It is important to let the scheduler know about all of the concerns you would like addressed so that we can schedule the appropriate amount of time to care for your needs.

Cancellations

We ask that all cancellations be made at least 24 hours prior to your scheduled appointment time. This will allow us to give another patient the opportunity to be seen.

Your first visit to The Doctors Clinic

On your first visit to The Doctors Clinic, please arrive 15 minutes early and bring:

Your insurance card and/or coupon
Photo identification
Your co-payment or deposit (See billing and insurance for more details.)
Your referral (if required)

To expedite registration, you may want to download The Doctors Clinic Patient Registration Form or ask your appointment scheduler to mail any forms to your home prior to your visit.

Insurance

To find out more about our participating health plans, please visit the contracted health plans page in the billing and insurance section. We recommend that you call your health insurance company to find out which services are covered by your health plan.

How to register
Requesting a referral

What items of information are needed to schedule an appointment?

It usually contains the patient's names, telephone number, and reason for their visits. According to HIPAA, the daily appointment schedule should never to posted in an office area accessible to patients.

What three pieces of information must you obtain to properly schedule a patient appointment?

obtain the patient's home address and daytime telephone number..

ask the patient about insurance coverage..

ask the patient the reason for the appointment..

ask the patient to arrive 15 minutes ahead of the appointment time..

What are the three major pieces of patient information that should be obtained when scheduling an appointment quizlet?

4. Enter the patient's name, phone number, and reason for appointment in the time slot.

Which is important when setting up an appointment for a new patient?

What is important when setting up an appointment for a new patient? When scheduling a new patient, it is important to gather quite a bit of preliminary information (including chief complaint). Additionally, it is essential to share information with the individual as well.

When you are obtaining patient information for an appointment you should include?

Cancellations

Your first visit to The Doctors Clinic

Insurance

What items of information are needed to schedule an appointment?

What three pieces of information must you obtain to properly schedule a patient appointment?

What are the three major pieces of patient information that should be obtained when scheduling an appointment quizlet?

Which is important when setting up an appointment for a new patient?

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