EPIC: MORE FRONT DESK
QUESTIONS AND ANSWERS WITH
COMPLETE SOLUTION S 100%
CORRECT RATED A+
Work flow for follow up for canceled appts when patient doesn't want to
reschedule? -ANSWER ✔✔Epic-> scheduling-> work list-> follow up -> click on
canceled follow up report -> use remove button in activity tool bar -> put in
reasons in pop up -> then appt will have disappeared from list
Work flow for scheduling a walk in appt? -ANSWER ✔✔Pull up existing patient
(or register new patient) -> do not click on make appt -> click on "walk in" on the
activity tool bar -> must have guarantor acct for check in -> fill out appt notes at
the bottom of screen -> confirm appt using button at top R-> register appt, build
HAR, and go thru documents (consent, NPP, insurance card etc.)
Work flow for checking out a patient with a follow-up appt? -ANSWER ✔✔From
the DAR, go to check-in DAR and run-> find and highlight patient -> click on
"check out" in activity tool bar -> from the copay screen, click on "follow up" ...
What happens when you try to verify insurance for a follow up appt several mos
out? -ANSWER ✔✔You'll get warning flags that the demographics, HAR and
insurance cannot be verified
What is the SW clinic policy for return appt scheduling? -ANSWER ✔✔- return
appointments should be scheduled at the desk (best option)
- ask patients date/time preferences, schedule all appts, and give
itinerary/instructions
- televox is reminder system, never an initial notification of appts. If no number
marked as priority 1, televox will default to the home phone #
QUESTIONS AND ANSWERS WITH
COMPLETE SOLUTION S 100%
CORRECT RATED A+
Work flow for follow up for canceled appts when patient doesn't want to
reschedule? -ANSWER ✔✔Epic-> scheduling-> work list-> follow up -> click on
canceled follow up report -> use remove button in activity tool bar -> put in
reasons in pop up -> then appt will have disappeared from list
Work flow for scheduling a walk in appt? -ANSWER ✔✔Pull up existing patient
(or register new patient) -> do not click on make appt -> click on "walk in" on the
activity tool bar -> must have guarantor acct for check in -> fill out appt notes at
the bottom of screen -> confirm appt using button at top R-> register appt, build
HAR, and go thru documents (consent, NPP, insurance card etc.)
Work flow for checking out a patient with a follow-up appt? -ANSWER ✔✔From
the DAR, go to check-in DAR and run-> find and highlight patient -> click on
"check out" in activity tool bar -> from the copay screen, click on "follow up" ...
What happens when you try to verify insurance for a follow up appt several mos
out? -ANSWER ✔✔You'll get warning flags that the demographics, HAR and
insurance cannot be verified
What is the SW clinic policy for return appt scheduling? -ANSWER ✔✔- return
appointments should be scheduled at the desk (best option)
- ask patients date/time preferences, schedule all appts, and give
itinerary/instructions
- televox is reminder system, never an initial notification of appts. If no number
marked as priority 1, televox will default to the home phone #
