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What information do you need to be able to schedule an appointment for a patient?
name of the patient, phone number of the patient, reason of the visit
when using the scheduling chart notes what information do you need?
the date the note was taken, the time it was taken, name of the patient, phone number of the patient, the reason for the call/visit
what does HEAT stand for?
hear them out, be empathetic, apologize, take action
What are the 4 S’s of clarity?
substance, simplicity, structure, speed
What are the 7 information’s in taking a message?
name of the caller, date of the call, time of the call, call back number, who the call is for, message, MA’s initials
what are 5 common types of phone calls?
appointments, prescription refills, test results, follow-up, professional
What is the most important aspect of scheduling?
learning your doctors habits
What is a matrix?
a system for blocking off unavailable patient appointment times
What does a matrix refer to?
blocking off time slots on a paper schedule with an X
what does buffer mean?
extra time to accommodate emergencies, walk-ins and other demands
What does clustering mean?
grouping similar appointments together
What does double booking mean?
scheduling two appointments at the same time for the same provider
What does walk in / open hours mean?
allowing patients to come in without an appointment during specific hours
What does single booking mean?
scheduling one patient at a time for a specific appointment
What does STAT mean?
immediately
What does streaming mean?
Scheduling patients based on the time requested for their visit
What does wave mean?
scheduling multiple patients to arrive at the same time then seeing them in order as they arrive
What does modified wave mean?
similar to wave scheduling but allows for staggered apointments
How long should appointment schedules be kept?
usually three years depending on state law
what does referral mean?
instruction to transfer a patients care to a specialist
what dose consultation mean?
request for assistance from one physician to another
What does precertification mean?
approved documentation prior to referrals or transfers to another facility
BP
blood pressure
C&C
called and canceled
C
canceled
Cons
consultation
CP
chest pain
CPE
complete physical examination
ECG
electrocardiogram
FU
follow up
inj
injection
Lab
Laboratory
NP
new patient
NS
no show
P&P
pap and pelvic
PT
physical therapy
Re(check mark)
recheck
Ref
referral
RS
reschedule
Sig
sigmoidoscopy
S/R
surface removal
Surg
surgery